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 | $113,169 | $209,411-46.0% | $178,490-36.6% | $158,922-28.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.70% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $4,270 | $5,706-25.2% | $5,011-14.8% | $4,761-10.3% |
| Participant deferral / active EE | $6,333 | $5,954+6.4% | $5,202+21.8% | $5,982+5.9% |
| Admin fee / account holder | $1,171 | $17,074-93.1% | $13,984-91.6% | $11,246-89.6% |