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 | $179,819 | $210,648-14.6% | $177,989+1.0% | $145,922+23.2% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 11.43% | 385.86%-374.4pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,967 | $4,565-13.1% | $3,949+0.5% | $4,660-14.9% |
| Participant deferral / active EE | $16,291 | $6,958+134.1% | $6,276+159.6% | $6,688+143.6% |
| Admin fee / account holder | $10,848 | $12,013-9.7% | $10,363+4.7% | $13,397-19.0% |