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 | $100,770 | $183,963-45.2% | $162,163-37.9% | $152,861-34.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.55% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,741 | $6,371-57.0% | $5,614-51.2% | $4,762-42.5% |
| Participant deferral / active EE | $8,359 | $8,034+4.0% | $7,298+14.5% | $5,850+42.9% |
| Admin fee / account holder | $728 | $13,121-94.5% | $10,843-93.3% | $11,596-93.7% |