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 | $121,755 | $157,256-22.6% | $141,162-13.7% | $152,861-20.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.49% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,806 | $5,261-46.7% | $4,735-40.7% | $4,762-41.1% |
| Participant deferral / active EE | $9,220 | $7,109+29.7% | $6,709+37.4% | $5,850+57.6% |
| Admin fee / account holder | $11,456 | $12,120-5.5% | $10,261+11.6% | $11,596-1.2% |