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 | $121,113 | $176,056-31.2% | $159,436-24.0% | $167,490-27.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 24.49% | 331.75%-307.3pp | 263.57%-239.1pp | 478.56%-454.1pp |
| Employer contribution / active EE | $5,166 | $5,297-2.5% | $4,829+7.0% | $4,837+6.8% |
| Participant deferral / active EE | $12,939 | $7,750+67.0% | $7,352+76.0% | $6,341+104.0% |
| Admin fee / account holder | $3,106 | $12,554-75.3% | $10,799-71.2% | $12,309-74.8% |