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 | $157,955 | $198,466-20.4% | $170,442-7.3% | $147,584+7.0% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 17.53% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,344 | $6,184-29.7% | $5,433-20.0% | $4,876-10.9% |
| Participant deferral / active EE | $4,942 | $5,629-12.2% | $4,939+0.1% | $5,439-9.1% |
| Admin fee / account holder | $8,288 | $16,852-50.8% | $13,880-40.3% | $10,885-23.9% |