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 | $144,603 | $85,202+69.7% | $172,739-16.3% | $72,985+98.1% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 23.47% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,320 | $3,324-60.3% | $5,143-74.3% | $2,440-45.9% |
| Participant deferral / active EE | $3,903 | $3,260+19.7% | $5,198-24.9% | $3,607+8.2% |
| Admin fee / account holder | $5,156 | $5,884-12.4% | $13,954-63.1% | $5,124+0.6% |