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 | $160,574 | $165,335-2.9% | $149,696+7.3% | $158,922+1.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 61.82% | 348.15%-286.3pp | 276.60%-214.8pp | 302.83%-241.0pp |
| Employer contribution / active EE | $1,862 | $5,103-63.5% | $4,644-59.9% | $4,761-60.9% |
| Participant deferral / active EE | $2,437 | $7,181-66.1% | $6,842-64.4% | $5,982-59.3% |
| Admin fee / account holder | $32,082 | $10,807+196.9% | $9,309+244.6% | $11,246+185.3% |