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 | $107,215 | $198,466-46.0% | $170,442-37.1% | $147,584-27.4% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 9.63% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,516 | $6,184-59.3% | $5,433-53.7% | $4,876-48.4% |
| Participant deferral / active EE | $5,248 | $5,629-6.8% | $4,939+6.3% | $5,439-3.5% |
| Admin fee / account holder | $6,097 | $16,852-63.8% | $13,880-56.1% | $10,885-44.0% |