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 | $166,911 | $198,466-15.9% | $170,442-2.1% | $147,584+13.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 20.65% | 257.29%-236.6pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $5,662 | $6,184-8.4% | $5,433+4.2% | $4,876+16.1% |
| Participant deferral / active EE | $6,283 | $5,629+11.6% | $4,939+27.2% | $5,439+15.5% |
| Admin fee / account holder | $11,826 | $16,852-29.8% | $13,880-14.8% | $10,885+8.6% |