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 | $131,268 | $209,411-37.3% | $178,490-26.5% | $158,922-17.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.90% | 188.75%-172.8pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,057 | $5,706-46.4% | $5,011-39.0% | $4,761-35.8% |
| Participant deferral / active EE | $5,842 | $5,954-1.9% | $5,202+12.3% | $5,982-2.3% |
| Admin fee / account holder | $2,370 | $17,074-86.1% | $13,984-83.0% | $11,246-78.9% |