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 | $113,210 | $183,963-38.5% | $162,163-30.2% | $152,861-25.9% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.6%+2.9pp | 82.4%+8.0pp |
| Annual return | 22.06% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,950 | $6,371-38.0% | $5,614-29.6% | $4,762-17.0% |
| Participant deferral / active EE | $6,407 | $8,034-20.3% | $7,298-12.2% | $5,850+9.5% |
| Admin fee / account holder | $9,537 | $13,121-27.3% | $10,843-12.0% | $11,596-17.8% |