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 | $179,074 | $144,119+24.3% | $117,854+51.9% | $147,584+21.3% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 19.58% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,755 | $5,316-10.5% | $4,482+6.1% | $5,439-12.6% |
| Admin fee / account holder | $1,670 | $10,886-84.7% | $8,020-79.2% | $10,885-84.7% |