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 | $123,318 | $121,625+1.4% | $104,607+17.9% | $158,922-22.4% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.4pp | 82.0%-9.2pp |
| Annual return | 16.91% | 465.26%-448.4pp | 340.46%-323.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,843 | $3,163-41.7% | $2,681-31.3% | $4,761-61.3% |
| Participant deferral / active EE | $5,068 | $4,177+21.3% | $3,740+35.5% | $5,982-15.3% |
| Admin fee / account holder | $3,442 | $7,787-55.8% | $6,473-46.8% | $11,246-69.4% |