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 | $149,756 | $209,411-28.5% | $178,490-16.1% | $158,922-5.8% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 10.17% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,138 | $5,706-62.5% | $5,011-57.3% | $4,761-55.1% |
| Participant deferral / active EE | $6,424 | $5,954+7.9% | $5,202+23.5% | $5,982+7.4% |
| Admin fee / account holder | $11,081 | $17,074-35.1% | $13,984-20.8% | $11,246-1.5% |