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 | $64,366 | $175,202-63.3% | $149,673-57.0% | $139,434-53.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.58% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,315 | $5,474-76.0% | $4,818-72.7% | $4,751-72.3% |
| Participant deferral / active EE | $6,528 | $6,519+0.1% | $5,680+14.9% | $6,710-2.7% |
| Admin fee / account holder | $732 | $16,150-95.5% | $13,210-94.5% | $11,403-93.6% |