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 | $111,611 | $209,411-46.7% | $178,490-37.5% | $158,922-29.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.40% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $10,778 | $5,706+88.9% | $5,011+115.1% | $4,761+126.4% |
| Participant deferral / active EE | $6,452 | $5,954+8.4% | $5,202+24.0% | $5,982+7.9% |
| Admin fee / account holder | $12,466 | $17,074-27.0% | $13,984-10.9% | $11,246+10.8% |