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 | $171,121 | $148,534+15.2% | $135,903+25.9% | $139,434+22.7% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 21.47% | 79.19%-57.7pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,492 | $8,100+4.8% | $7,758+9.5% | $6,710+26.6% |
| Admin fee / account holder | $481 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |