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 | $114,670 | $176,056-34.9% | $159,436-28.1% | $167,490-31.5% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 11.08% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $3,420 | $5,297-35.4% | $4,829-29.2% | $4,837-29.3% |
| Participant deferral / active EE | $8,169 | $7,750+5.4% | $7,352+11.1% | $6,341+28.8% |
| Admin fee / account holder | $2,467 | $12,554-80.4% | $10,799-77.2% | $12,309-80.0% |