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 | $185,958 | $180,749+2.9% | $160,784+15.7% | $137,256+35.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 14.76% | 2234.46%-2219.7pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,249 | $4,155-70.0% | $3,733-66.6% | $4,156-70.0% |
| Participant deferral / active EE | $11,607 | $6,844+69.6% | $6,293+84.4% | $6,407+81.2% |
| Admin fee / account holder | $2,238 | $10,397-78.5% | $9,717-77.0% | $12,270-81.8% |