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 | $147,579 | $176,056-16.2% | $159,436-7.4% | $167,490-11.9% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.51% | 331.75%-317.2pp | 263.57%-249.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,750 | $5,297-48.1% | $4,829-43.1% | $4,837-43.2% |
| Participant deferral / active EE | $7,694 | $7,750-0.7% | $7,352+4.6% | $6,341+21.3% |
| Admin fee / account holder | $1,590 | $12,554-87.3% | $10,799-85.3% | $12,309-87.1% |