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 | $135,281 | $217,402-37.8% | $185,823-27.2% | $167,490-19.2% |
| Participation rate | 85.0% | 86.0%-1.0pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 10.44% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,089 | $5,873-47.4% | $5,167-40.2% | $4,837-36.1% |
| Participant deferral / active EE | $5,023 | $6,356-21.0% | $5,568-9.8% | $6,341-20.8% |
| Admin fee / account holder | $1,812 | $19,811-90.9% | $16,237-88.8% | $12,309-85.3% |