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 | $137,722 | $198,466-30.6% | $170,442-19.2% | $147,584-6.7% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 29.57% | 257.29%-227.7pp | 205.93%-176.4pp | 578.55%-549.0pp |
| Employer contribution / active EE | $1,638 | $6,184-73.5% | $5,433-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $3,138 | $5,629-44.3% | $4,939-36.5% | $5,439-42.3% |
| Admin fee / account holder | $899 | $16,852-94.7% | $13,880-93.5% | $10,885-91.7% |