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 | $135,313 | $165,335-18.2% | $149,696-9.6% | $158,922-14.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 25.02% | 348.15%-323.1pp | 276.60%-251.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,833 | $5,103-44.5% | $4,644-39.0% | $4,761-40.5% |
| Participant deferral / active EE | $8,295 | $7,181+15.5% | $6,842+21.2% | $5,982+38.7% |
| Admin fee / account holder | $525 | $10,807-95.1% | $9,309-94.4% | $11,246-95.3% |