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 | $183,282 | $144,119+27.2% | $117,854+55.5% | $147,584+24.2% |
| Participation rate | 77.3% | 83.4%-6.1pp | 79.7%-2.4pp | 82.8%-5.6pp |
| Annual return | 24.96% | 531.15%-506.2pp | 335.08%-310.1pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,200 | $4,896-75.5% | $3,786-68.3% | $4,876-75.4% |
| Participant deferral / active EE | $4,211 | $5,316-20.8% | $4,482-6.1% | $5,439-22.6% |
| Admin fee / account holder | $2,522 | $10,886-76.8% | $8,020-68.6% | $10,885-76.8% |