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 | $113,523 | $209,411-45.8% | $178,490-36.4% | $158,922-28.6% |
| Participation rate | 90.5% | 86.3%+4.1pp | 81.9%+8.6pp | 82.0%+8.5pp |
| Annual return | 28.60% | 188.75%-160.1pp | 151.07%-122.5pp | 302.83%-274.2pp |
| Employer contribution / active EE | $4,191 | $5,706-26.6% | $5,011-16.4% | $4,761-12.0% |
| Participant deferral / active EE | $4,493 | $5,954-24.5% | $5,202-13.6% | $5,982-24.9% |
| Admin fee / account holder | $880 | $17,074-94.8% | $13,984-93.7% | $11,246-92.2% |