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 9-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 | $151,941 | $209,411-27.4% | $178,490-14.9% | $158,922-4.4% |
| Participation rate | 72.2% | 86.3%-14.1pp | 81.9%-9.7pp | 82.0%-9.7pp |
| Annual return | 19.63% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,507 | $5,706-38.5% | $5,011-30.0% | $4,761-26.3% |
| Participant deferral / active EE | $3,102 | $5,954-47.9% | $5,202-40.4% | $5,982-48.1% |
| Admin fee / account holder | $564 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |