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 | $76,496 | $157,256-51.4% | $141,162-45.8% | $152,861-50.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 19.20% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $10,372 | $5,261+97.2% | $4,735+119.0% | $4,762+117.8% |
| Participant deferral / active EE | $10,927 | $7,109+53.7% | $6,709+62.9% | $5,850+86.8% |
| Admin fee / account holder | $11,049 | $12,120-8.8% | $10,261+7.7% | $11,596-4.7% |