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 | $186,450 | $176,056+5.9% | $159,436+16.9% | $167,490+11.3% |
| Participation rate | 84.2% | 84.9%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 13.53% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,466 | $5,297-53.4% | $4,829-48.9% | $4,837-49.0% |
| Participant deferral / active EE | $5,290 | $7,750-31.7% | $7,352-28.0% | $6,341-16.6% |
| Admin fee / account holder | $1,502 | $12,554-88.0% | $10,799-86.1% | $12,309-87.8% |