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 | $173,252 | $202,432-14.4% | $169,368+2.3% | $139,434+24.3% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 15.57% | 531.74%-516.2pp | 405.60%-390.0pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,657 | $4,692+41.9% | $4,013+65.9% | $4,751+40.1% |
| Participant deferral / active EE | $9,781 | $6,938+41.0% | $6,221+57.2% | $6,710+45.8% |
| Admin fee / account holder | $989 | $10,708-90.8% | $9,003-89.0% | $11,403-91.3% |