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 | $147,825 | $198,466-25.5% | $170,442-13.3% | $147,584+0.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 25.08% | 257.29%-232.2pp | 205.93%-180.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $2,090 | $6,184-66.2% | $5,433-61.5% | $4,876-57.1% |
| Participant deferral / active EE | $6,559 | $5,629+16.5% | $4,939+32.8% | $5,439+20.6% |
| Admin fee / account holder | $1,946 | $16,852-88.5% | $13,880-86.0% | $10,885-82.1% |