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 3-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 | $142,559 | $175,202-18.6% | $149,673-4.8% | $139,434+2.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 37.62% | 166.71%-129.1pp | 134.42%-96.8pp | 372.94%-335.3pp |
| Employer contribution / active EE | $1,303 | $5,474-76.2% | $4,818-73.0% | $4,751-72.6% |
| Participant deferral / active EE | $2,363 | $6,519-63.7% | $5,680-58.4% | $6,710-64.8% |
| Admin fee / account holder | $59,475 | $16,150+268.3% | $13,210+350.2% | $11,403+421.6% |