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 | $118,881 | $152,587-22.1% | $125,175-5.0% | $152,861-22.2% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 20.13% | 54.84%-34.7pp | 43.79%-23.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,148 | $4,946-56.6% | $3,865-44.4% | $4,762-54.9% |
| Participant deferral / active EE | $6,207 | $5,868+5.8% | $4,937+25.7% | $5,850+6.1% |
| Admin fee / account holder | $11,674 | $13,434-13.1% | $9,702+20.3% | $11,596+0.7% |