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 | $155,682 | $105,126+48.1% | $94,646+64.5% | $139,434+11.7% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | 18.75% | 38.03%-19.3pp | 156.71%-138.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,187 | $4,106-22.4% | $3,672-13.2% | $4,751-32.9% |
| Participant deferral / active EE | $7,465 | $7,599-1.8% | $7,418+0.6% | $6,710+11.2% |
| Admin fee / account holder | $331 | $8,984-96.3% | $7,231-95.4% | $11,403-97.1% |