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 | $136,419 | $176,056-22.5% | $159,436-14.4% | $167,490-18.6% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 17.60% | 331.75%-314.1pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,937 | $5,297-44.6% | $4,829-39.2% | $4,837-39.3% |
| Participant deferral / active EE | $7,452 | $7,750-3.8% | $7,352+1.4% | $6,341+17.5% |
| Admin fee / account holder | $41,284 | $12,554+228.8% | $10,799+282.3% | $12,309+235.4% |