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 | $140,427 | $165,335-15.1% | $149,696-6.2% | $158,922-11.6% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 11.70% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $17,839 | $5,103+249.6% | $4,644+284.1% | $4,761+274.7% |
| Participant deferral / active EE | $2,438 | $7,181-66.1% | $6,842-64.4% | $5,982-59.3% |
| Admin fee / account holder | $5,915 | $10,807-45.3% | $9,309-36.5% | $11,246-47.4% |