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 | $184,154 | $176,056+4.6% | $159,436+15.5% | $167,490+9.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.49% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,091 | $5,297-60.5% | $4,829-56.7% | $4,837-56.8% |
| Participant deferral / active EE | $4,673 | $7,750-39.7% | $7,352-36.4% | $6,341-26.3% |
| Admin fee / account holder | $1,587 | $12,554-87.4% | $10,799-85.3% | $12,309-87.1% |