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 | $144,612 | $160,055-9.6% | $140,016+3.3% | $135,375+6.8% |
| Participation rate | 78.3% | 88.5%-10.3pp | 87.5%-9.2pp | 82.6%-4.4pp |
| Annual return | 11.80% | 911.38%-899.6pp | 651.12%-639.3pp | 519.73%-507.9pp |
| Employer contribution / active EE | $5,680 | $6,420-11.5% | $5,606+1.3% | $4,779+18.9% |
| Participant deferral / active EE | $11,880 | $7,642+55.5% | $6,927+71.5% | $5,609+111.8% |
| Admin fee / account holder | $4,039 | $13,328-69.7% | $10,705-62.3% | $10,827-62.7% |