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 | $140,742 | $198,466-29.1% | $170,442-17.4% | $147,584-4.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 21.48% | 257.29%-235.8pp | 205.93%-184.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,990 | $6,184-51.7% | $5,433-45.0% | $4,876-38.7% |
| Participant deferral / active EE | $7,465 | $5,629+32.6% | $4,939+51.1% | $5,439+37.3% |
| Admin fee / account holder | $12,854 | $16,852-23.7% | $13,880-7.4% | $10,885+18.1% |