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 | $141,007 | $175,202-19.5% | $149,673-5.8% | $139,434+1.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.07% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,320 | $5,474-21.1% | $4,818-10.3% | $4,751-9.1% |
| Participant deferral / active EE | $10,527 | $6,519+61.5% | $5,680+85.3% | $6,710+56.9% |
| Admin fee / account holder | $1,639 | $16,150-89.9% | $13,210-87.6% | $11,403-85.6% |