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 | $119,149 | $159,934-25.5% | $147,005-18.9% | $145,959-18.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.62% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,492 | $5,287-52.9% | $4,934-49.5% | $4,661-46.5% |
| Participant deferral / active EE | $6,201 | $8,427-26.4% | $8,070-23.2% | $6,689-7.3% |
| Admin fee / account holder | $4,650 | $15,053-69.1% | $13,006-64.2% | $13,398-65.3% |