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 | $140,988 | $201,272-30.0% | $184,203-23.5% | $145,922-3.4% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 25.61% | 29.00%-3.4pp | 28.81%-3.2pp | 561.29%-535.7pp |
| Employer contribution / active EE | $1,893 | $7,022-73.0% | $6,427-70.5% | $4,660-59.4% |
| Participant deferral / active EE | $5,169 | $9,806-47.3% | $9,131-43.4% | $6,688-22.7% |
| Admin fee / account holder | $517 | $16,364-96.8% | $13,901-96.3% | $13,397-96.1% |