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 | $142,048 | $209,411-32.2% | $178,490-20.4% | $158,922-10.6% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.82% | 188.75%-176.9pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $7,156 | $5,706+25.4% | $5,011+42.8% | $4,761+50.3% |
| Participant deferral / active EE | $7,486 | $5,954+25.7% | $5,202+43.9% | $5,982+25.1% |
| Admin fee / account holder | $5,463 | $17,074-68.0% | $13,984-60.9% | $11,246-51.4% |