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 | $132,053 | $198,466-33.5% | $170,442-22.5% | $147,584-10.5% |
| Participation rate | 70.8% | 88.0%-17.1pp | 83.6%-12.8pp | 82.8%-12.0pp |
| Annual return | 17.70% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,095 | $6,184-49.9% | $5,433-43.0% | $4,876-36.5% |
| Participant deferral / active EE | $6,776 | $5,629+20.4% | $4,939+37.2% | $5,439+24.6% |
| Admin fee / account holder | $2,612 | $16,852-84.5% | $13,880-81.2% | $10,885-76.0% |