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 | $105,583 | $198,466-46.8% | $170,442-38.1% | $147,584-28.5% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 17.15% | 257.29%-240.1pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $4,080 | $6,184-34.0% | $5,433-24.9% | $4,876-16.3% |
| Participant deferral / active EE | $5,557 | $5,629-1.3% | $4,939+12.5% | $5,439+2.2% |
| Admin fee / account holder | $19,967 | $16,852+18.5% | $13,880+43.8% | $10,885+83.4% |