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 | $157,043 | $118,680+32.3% | $98,907+58.8% | $158,922-1.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 23.09% | 372.35%-349.3pp | 196.43%-173.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,321 | $3,333-60.4% | $2,689-50.9% | $4,761-72.3% |
| Participant deferral / active EE | $2,746 | $5,088-46.0% | $4,244-35.3% | $5,982-54.1% |
| Admin fee / account holder | $10,686 | $10,131+5.5% | $6,642+60.9% | $11,246-5.0% |