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 | $167,542 | $157,256+6.5% | $141,162+18.7% | $152,861+9.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 24.75% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,402 | $5,261-73.3% | $4,735-70.4% | $4,762-70.6% |
| Participant deferral / active EE | $3,484 | $7,109-51.0% | $6,709-48.1% | $5,850-40.4% |
| Admin fee / account holder | $3,836 | $12,120-68.4% | $10,261-62.6% | $11,596-66.9% |