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 | $100,764 | $198,466-49.2% | $170,442-40.9% | $147,584-31.7% |
| Participation rate | 86.4% | 88.0%-1.6pp | 83.6%+2.8pp | 82.8%+3.5pp |
| Annual return | 11.34% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,154 | $6,184-65.2% | $5,433-60.4% | $4,876-55.8% |
| Participant deferral / active EE | $7,282 | $5,629+29.4% | $4,939+47.4% | $5,439+33.9% |
| Admin fee / account holder | $11,488 | $16,852-31.8% | $13,880-17.2% | $10,885+5.5% |