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 | $163,741 | $198,466-17.5% | $170,442-3.9% | $147,584+10.9% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 13.49% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $4,889 | $6,184-20.9% | $5,433-10.0% | $4,876+0.3% |
| Participant deferral / active EE | $6,425 | $5,629+14.1% | $4,939+30.1% | $5,439+18.1% |
| Admin fee / account holder | $2,217 | $16,852-86.8% | $13,880-84.0% | $10,885-79.6% |