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 | $141,096 | $198,466-28.9% | $170,442-17.2% | $147,584-4.4% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 17.45% | 257.29%-239.8pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,458 | $6,184-60.2% | $5,433-54.8% | $4,876-49.6% |
| Participant deferral / active EE | $6,023 | $5,629+7.0% | $4,939+21.9% | $5,439+10.7% |
| Admin fee / account holder | $448 | $16,852-97.3% | $13,880-96.8% | $10,885-95.9% |