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 | $132,947 | $175,202-24.1% | $149,673-11.2% | $139,434-4.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.33% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,570 | $5,474-34.8% | $4,818-25.9% | $4,751-24.9% |
| Participant deferral / active EE | $8,625 | $6,519+32.3% | $5,680+51.8% | $6,710+28.5% |
| Admin fee / account holder | $1,620 | $16,150-90.0% | $13,210-87.7% | $11,403-85.8% |