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 | $165,519 | $202,318-18.2% | $172,739-4.2% | $152,861+8.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.80% | 1029.65%-1004.9pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,771 | $5,856-18.5% | $5,143-7.2% | $4,762+0.2% |
| Participant deferral / active EE | $7,442 | $5,948+25.1% | $5,198+43.2% | $5,850+27.2% |
| Admin fee / account holder | $1,757 | $17,109-89.7% | $13,954-87.4% | $11,596-84.8% |