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 | $80,998 | $144,119-43.8% | $117,854-31.3% | $147,584-45.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 14.60% | 531.15%-516.5pp | 335.08%-320.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,834 | $4,896-62.5% | $3,786-51.6% | $4,876-62.4% |
| Participant deferral / active EE | $5,739 | $5,316+8.0% | $4,482+28.0% | $5,439+5.5% |
| Admin fee / account holder | $858 | $10,886-92.1% | $8,020-89.3% | $10,885-92.1% |