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 | $133,832 | $183,963-27.3% | $162,163-17.5% | $152,861-12.4% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.6%+0.7pp | 82.4%+5.8pp |
| Annual return | 21.02% | 150.76%-129.7pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,178 | $6,371-65.8% | $5,614-61.2% | $4,762-54.3% |
| Participant deferral / active EE | $7,161 | $8,034-10.9% | $7,298-1.9% | $5,850+22.4% |
| Admin fee / account holder | $4,811 | $13,121-63.3% | $10,843-55.6% | $11,596-58.5% |