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 | $137,041 | $198,466-30.9% | $170,442-19.6% | $147,584-7.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.02% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,615 | $6,184-73.9% | $5,433-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $3,770 | $5,629-33.0% | $4,939-23.7% | $5,439-30.7% |
| Admin fee / account holder | $388 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |