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 | $150,753 | $209,411-28.0% | $178,490-15.5% | $158,922-5.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.80% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,956 | $5,706-65.7% | $5,011-61.0% | $4,761-58.9% |
| Participant deferral / active EE | $6,203 | $5,954+4.2% | $5,202+19.2% | $5,982+3.7% |
| Admin fee / account holder | $968 | $17,074-94.3% | $13,984-93.1% | $11,246-91.4% |