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 | $163,199 | $157,256+3.8% | $141,162+15.6% | $152,861+6.8% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 23.27% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,928 | $5,261-63.4% | $4,735-59.3% | $4,762-59.5% |
| Participant deferral / active EE | $2,497 | $7,109-64.9% | $6,709-62.8% | $5,850-57.3% |
| Admin fee / account holder | $8,895 | $12,120-26.6% | $10,261-13.3% | $11,596-23.3% |