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 | $115,477 | $112,881+2.3% | $90,951+27.0% | $158,922-27.3% |
| Participation rate | 95.5% | 74.7%+20.7pp | 69.0%+26.4pp | 82.0%+13.5pp |
| Annual return | 10.12% | 215.79%-205.7pp | 134.60%-124.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,466 | $2,893-14.8% | $2,122+16.2% | $4,761-48.2% |
| Participant deferral / active EE | $6,165 | $4,128+49.4% | $3,373+82.8% | $5,982+3.1% |
| Admin fee / account holder | $2,933 | $8,041-63.5% | $5,959-50.8% | $11,246-73.9% |