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 | $154,313 | $226,064-31.7% | $182,532-15.5% | $152,861+1.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 21.14% | 192.51%-171.4pp | 148.54%-127.4pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,453 | $4,978-70.8% | $4,076-64.4% | $4,762-69.5% |
| Participant deferral / active EE | $3,306 | $6,368-48.1% | $5,524-40.2% | $5,850-43.5% |
| Admin fee / account holder | $438 | $10,703-95.9% | $8,592-94.9% | $11,596-96.2% |