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 | $130,591 | $217,402-39.9% | $185,823-29.7% | $167,490-22.0% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 18.11% | 148.36%-130.3pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $7,123 | $5,873+21.3% | $5,167+37.8% | $4,837+47.2% |
| Participant deferral / active EE | $7,998 | $6,356+25.8% | $5,568+43.6% | $6,341+26.1% |
| Admin fee / account holder | $1,488 | $19,811-92.5% | $16,237-90.8% | $12,309-87.9% |