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 | $120,781 | $157,256-23.2% | $141,162-14.4% | $152,861-21.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 25.84% | 64.32%-38.5pp | 71.39%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $16,062 | $5,261+205.3% | $4,735+239.2% | $4,762+237.3% |
| Participant deferral / active EE | $14,302 | $7,109+101.2% | $6,709+113.2% | $5,850+144.5% |
| Admin fee / account holder | $8,213 | $12,120-32.2% | $10,261-20.0% | $11,596-29.2% |