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 | $144,472 | $126,574+14.1% | $106,213+36.0% | $145,922-1.0% |
| Participation rate | 73.9% | 77.6%-3.7pp | 75.3%-1.4pp | 80.3%-6.4pp |
| Annual return | 19.18% | 224.79%-205.6pp | 116.14%-97.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,774 | $3,730-52.5% | $3,171-44.1% | $4,660-61.9% |
| Participant deferral / active EE | $2,748 | $5,724-52.0% | $5,016-45.2% | $6,688-58.9% |
| Admin fee / account holder | $8,808 | $17,304-49.1% | $11,033-20.2% | $13,397-34.3% |