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 | $162,028 | $209,411-22.6% | $178,490-9.2% | $158,922+2.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.22% | 188.75%-169.5pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,792 | $5,706-51.1% | $5,011-44.3% | $4,761-41.4% |
| Participant deferral / active EE | $4,375 | $5,954-26.5% | $5,202-15.9% | $5,982-26.9% |
| Admin fee / account holder | $875 | $17,074-94.9% | $13,984-93.7% | $11,246-92.2% |