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 | $129,497 | $209,411-38.2% | $178,490-27.4% | $158,922-18.5% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 11.82% | 188.75%-176.9pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,130 | $5,706-45.2% | $5,011-37.5% | $4,761-34.3% |
| Participant deferral / active EE | $4,355 | $5,954-26.9% | $5,202-16.3% | $5,982-27.2% |
| Admin fee / account holder | $369 | $17,074-97.8% | $13,984-97.4% | $11,246-96.7% |