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 | $159,836 | $183,963-13.1% | $162,163-1.4% | $152,861+4.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 21.76% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $4,003 | $6,371-37.2% | $5,614-28.7% | $4,762-16.0% |
| Participant deferral / active EE | $14,329 | $8,034+78.4% | $7,298+96.3% | $5,850+144.9% |
| Admin fee / account holder | $3,005 | $13,121-77.1% | $10,843-72.3% | $11,596-74.1% |