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 | $150,615 | $176,056-14.5% | $159,436-5.5% | $167,490-10.1% |
| Participation rate | 82.6% | 84.9%-2.3pp | 82.8%-0.2pp | 82.1%+0.5pp |
| Annual return | 11.46% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,147 | $5,297-78.4% | $4,829-76.3% | $4,837-76.3% |
| Participant deferral / active EE | $2,969 | $7,750-61.7% | $7,352-59.6% | $6,341-53.2% |
| Admin fee / account holder | $7,358 | $12,554-41.4% | $10,799-31.9% | $12,309-40.2% |