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 | $172,807 | $209,411-17.5% | $178,490-3.2% | $158,922+8.7% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 36.23% | 188.75%-152.5pp | 151.07%-114.8pp | 302.83%-266.6pp |
| Employer contribution / active EE | $1,259 | $5,706-77.9% | $5,011-74.9% | $4,761-73.5% |
| Participant deferral / active EE | $2,550 | $5,954-57.2% | $5,202-51.0% | $5,982-57.4% |
| Admin fee / account holder | $5,837 | $17,074-65.8% | $13,984-58.3% | $11,246-48.1% |