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 | $139,514 | $176,056-20.8% | $159,436-12.5% | $167,490-16.7% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.41% | 331.75%-320.3pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,988 | $5,297-43.6% | $4,829-38.1% | $4,837-38.2% |
| Participant deferral / active EE | $9,097 | $7,750+17.4% | $7,352+23.7% | $6,341+43.5% |
| Admin fee / account holder | $3,316 | $12,554-73.6% | $10,799-69.3% | $12,309-73.1% |