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 | $126,105 | $175,202-28.0% | $149,673-15.7% | $139,434-9.6% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 16.19% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,425 | $5,474-37.4% | $4,818-28.9% | $4,751-27.9% |
| Participant deferral / active EE | $6,733 | $6,519+3.3% | $5,680+18.5% | $6,710+0.3% |
| Admin fee / account holder | $1,805 | $16,150-88.8% | $13,210-86.3% | $11,403-84.2% |