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 | $184,765 | $209,411-11.8% | $178,490+3.5% | $158,922+16.3% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 22.99% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,032 | $5,706-64.4% | $5,011-59.5% | $4,761-57.3% |
| Participant deferral / active EE | $5,789 | $5,954-2.8% | $5,202+11.3% | $5,982-3.2% |
| Admin fee / account holder | $3,476 | $17,074-79.6% | $13,984-75.1% | $11,246-69.1% |