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 | $117,734 | $175,202-32.8% | $149,673-21.3% | $139,434-15.6% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 20.18% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,163 | $5,474-78.8% | $4,818-75.9% | $4,751-75.5% |
| Participant deferral / active EE | $4,804 | $6,519-26.3% | $5,680-15.4% | $6,710-28.4% |
| Admin fee / account holder | $331 | $16,150-97.9% | $13,210-97.5% | $11,403-97.1% |