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 | $173,980 | $177,572-2.0% | $154,803+12.4% | $142,382+22.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,500 | $4,810-48.0% | $4,305-41.9% | $4,299-41.9% |
| Participant deferral / active EE | $10,164 | $6,272+62.1% | $5,540+83.4% | $6,507+56.2% |
| Admin fee / account holder | $9,877 | $16,786-41.2% | $14,329-31.1% | $12,624-21.8% |