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 | $155,208 | $210,648-26.3% | $177,989-12.8% | $145,922+6.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 19.38% | 385.86%-366.5pp | 294.48%-275.1pp | 561.29%-541.9pp |
| Employer contribution / active EE | $783 | $4,565-82.8% | $3,949-80.2% | $4,660-83.2% |
| Participant deferral / active EE | $1,940 | $6,958-72.1% | $6,276-69.1% | $6,688-71.0% |
| Admin fee / account holder | $839 | $12,013-93.0% | $10,363-91.9% | $13,397-93.7% |