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 | $159,369 | $159,934-0.4% | $147,005+8.4% | $145,959+9.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.35% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $3,277 | $5,287-38.0% | $4,934-33.6% | $4,661-29.7% |
| Participant deferral / active EE | $16,510 | $8,427+95.9% | $8,070+104.6% | $6,689+146.8% |
| Admin fee / account holder | $2,712 | $15,053-82.0% | $13,006-79.1% | $13,398-79.8% |