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 | $132,835 | $198,466-33.1% | $170,442-22.1% | $147,584-10.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.12% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,193 | $6,184-64.5% | $5,433-59.6% | $4,876-55.0% |
| Participant deferral / active EE | $6,671 | $5,629+18.5% | $4,939+35.0% | $5,439+22.6% |
| Admin fee / account holder | $4,309 | $16,852-74.4% | $13,880-69.0% | $10,885-60.4% |