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 | $160,218 | $105,126+52.4% | $94,646+69.3% | $139,434+14.9% |
| Participation rate | 90.5% | 82.4%+8.1pp | 80.8%+9.6pp | 80.3%+10.2pp |
| Annual return | 17.19% | 38.03%-20.8pp | 156.71%-139.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,044 | $4,106-50.2% | $3,672-44.3% | $4,751-57.0% |
| Participant deferral / active EE | $5,880 | $7,599-22.6% | $7,418-20.7% | $6,710-12.4% |
| Admin fee / account holder | $1,155 | $8,984-87.1% | $7,231-84.0% | $11,403-89.9% |