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 | $166,758 | $157,256+6.0% | $141,162+18.1% | $152,861+9.1% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 20.11% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,036 | $5,261-42.3% | $4,735-35.9% | $4,762-36.2% |
| Participant deferral / active EE | $4,421 | $7,109-37.8% | $6,709-34.1% | $5,850-24.4% |
| Admin fee / account holder | $1,952 | $12,120-83.9% | $10,261-81.0% | $11,596-83.2% |