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 | $110,467 | $176,056-37.3% | $159,436-30.7% | $167,490-34.0% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 13.03% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,769 | $5,297+8.9% | $4,829+19.4% | $4,837+19.2% |
| Participant deferral / active EE | $6,933 | $7,750-10.5% | $7,352-5.7% | $6,341+9.3% |
| Admin fee / account holder | $3,599 | $12,554-71.3% | $10,799-66.7% | $12,309-70.8% |