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 | $106,512 | $198,466-46.3% | $170,442-37.5% | $147,584-27.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.02% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,192 | $6,184-48.4% | $5,433-41.2% | $4,876-34.5% |
| Participant deferral / active EE | $5,723 | $5,629+1.7% | $4,939+15.9% | $5,439+5.2% |
| Admin fee / account holder | $2,629 | $16,852-84.4% | $13,880-81.1% | $10,885-75.8% |