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 | $159,728 | $183,963-13.2% | $162,163-1.5% | $152,861+4.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 23.92% | 150.76%-126.8pp | 115.59%-91.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,547 | $6,371-60.0% | $5,614-54.6% | $4,762-46.5% |
| Participant deferral / active EE | $5,740 | $8,034-28.6% | $7,298-21.3% | $5,850-1.9% |
| Admin fee / account holder | $870 | $13,121-93.4% | $10,843-92.0% | $11,596-92.5% |