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 | $103,017 | $198,466-48.1% | $170,442-39.6% | $147,584-30.2% |
| Participation rate | 86.4% | 88.0%-1.6pp | 83.6%+2.8pp | 82.8%+3.5pp |
| Annual return | 21.18% | 257.29%-236.1pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $5,877 | $6,184-5.0% | $5,433+8.2% | $4,876+20.5% |
| Participant deferral / active EE | $4,625 | $5,629-17.8% | $4,939-6.4% | $5,439-15.0% |
| Admin fee / account holder | $1,506 | $16,852-91.1% | $13,880-89.2% | $10,885-86.2% |