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 | $147,591 | $118,849+24.2% | $96,562+52.8% | $167,490-11.9% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.8pp |
| Annual return | 19.68% | 50.49%-30.8pp | 37.78%-18.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,890 | $3,120-39.4% | $2,356-19.8% | $4,837-60.9% |
| Participant deferral / active EE | $3,428 | $4,616-25.7% | $3,849-10.9% | $6,341-45.9% |
| Admin fee / account holder | $2,675 | $8,065-66.8% | $6,181-56.7% | $12,309-78.3% |