See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,264 | $118,680+14.0% | $98,907+36.8% | $158,922-14.9% |
| Participation rate | 70.8% | 77.8%-7.0pp | 76.0%-5.2pp | 82.0%-11.1pp |
| Annual return | 17.27% | 372.35%-355.1pp | 196.43%-179.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,682 | $3,333-19.5% | $2,689-0.2% | $4,761-43.7% |
| Participant deferral / active EE | $6,765 | $5,088+33.0% | $4,244+59.4% | $5,982+13.1% |
| Admin fee / account holder | $2,132 | $10,131-79.0% | $6,642-67.9% | $11,246-81.0% |