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 | $185,551 | $217,402-14.7% | $185,823-0.1% | $167,490+10.8% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 24.38% | 148.36%-124.0pp | 122.05%-97.7pp | 478.56%-454.2pp |
| Employer contribution / active EE | $1,589 | $5,873-72.9% | $5,167-69.2% | $4,837-67.1% |
| Participant deferral / active EE | $2,779 | $6,356-56.3% | $5,568-50.1% | $6,341-56.2% |
| Admin fee / account holder | $465 | $19,811-97.7% | $16,237-97.1% | $12,309-96.2% |