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 | $170,497 | $105,126+62.2% | $94,646+80.1% | $139,434+22.3% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 19.71% | 38.03%-18.3pp | 156.71%-137.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $652 | $4,106-84.1% | $3,672-82.2% | $4,751-86.3% |
| Participant deferral / active EE | $7,203 | $7,599-5.2% | $7,418-2.9% | $6,710+7.3% |
| Admin fee / account holder | $1,817 | $8,984-79.8% | $7,231-74.9% | $11,403-84.1% |