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 | $131,163 | $176,056-25.5% | $159,436-17.7% | $167,490-21.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.57% | 331.75%-311.2pp | 263.57%-243.0pp | 478.56%-458.0pp |
| Employer contribution / active EE | $2,156 | $5,297-59.3% | $4,829-55.4% | $4,837-55.4% |
| Participant deferral / active EE | $10,294 | $7,750+32.8% | $7,352+40.0% | $6,341+62.3% |
| Admin fee / account holder | $566 | $12,554-95.5% | $10,799-94.8% | $12,309-95.4% |