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 | $137,379 | $121,625+13.0% | $104,607+31.3% | $158,922-13.6% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 13.63% | 465.26%-451.6pp | 340.46%-326.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,891 | $3,163-40.2% | $2,681-29.5% | $4,761-60.3% |
| Participant deferral / active EE | $2,816 | $4,177-32.6% | $3,740-24.7% | $5,982-52.9% |
| Admin fee / account holder | $8,642 | $7,787+11.0% | $6,473+33.5% | $11,246-23.2% |