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 | $152,270 | $103,376+47.3% | $87,100+74.8% | $152,861-0.4% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 23.32% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,409 | $3,220+68.0% | $2,521+114.5% | $4,762+13.6% |
| Participant deferral / active EE | $6,644 | $4,778+39.1% | $4,049+64.1% | $5,850+13.6% |
| Admin fee / account holder | $818 | $12,205-93.3% | $7,497-89.1% | $11,596-92.9% |