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 | $161,439 | $152,587+5.8% | $125,175+29.0% | $152,861+5.6% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 19.05% | 54.84%-35.8pp | 43.79%-24.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,727 | $4,946-65.1% | $3,865-55.3% | $4,762-63.7% |
| Participant deferral / active EE | $4,848 | $5,868-17.4% | $4,937-1.8% | $5,850-17.1% |
| Admin fee / account holder | $2,266 | $13,434-83.1% | $9,702-76.6% | $11,596-80.5% |