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 | $128,635 | $209,411-38.6% | $178,490-27.9% | $158,922-19.1% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 20.34% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $4,790 | $5,706-16.1% | $5,011-4.4% | $4,761+0.6% |
| Participant deferral / active EE | $3,772 | $5,954-36.6% | $5,202-27.5% | $5,982-36.9% |
| Admin fee / account holder | $4,831 | $17,074-71.7% | $13,984-65.5% | $11,246-57.0% |