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 | $187,424 | $217,402-13.8% | $185,823+0.9% | $167,490+11.9% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 11.40% | 148.36%-137.0pp | 122.05%-110.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,747 | $5,873-70.2% | $5,167-66.2% | $4,837-63.9% |
| Participant deferral / active EE | $2,643 | $6,356-58.4% | $5,568-52.5% | $6,341-58.3% |
| Admin fee / account holder | $3,300 | $19,811-83.3% | $16,237-79.7% | $12,309-73.2% |