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 | $172,350 | $198,466-13.2% | $170,442+1.1% | $147,584+16.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 28.94% | 257.29%-228.4pp | 205.93%-177.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $2,159 | $6,184-65.1% | $5,433-60.3% | $4,876-55.7% |
| Participant deferral / active EE | $5,676 | $5,629+0.8% | $4,939+14.9% | $5,439+4.4% |
| Admin fee / account holder | $895 | $16,852-94.7% | $13,880-93.6% | $10,885-91.8% |