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 | $140,127 | $226,064-38.0% | $182,532-23.2% | $152,861-8.3% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 23.47% | 192.51%-169.0pp | 148.54%-125.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,590 | $4,978-27.9% | $4,076-11.9% | $4,762-24.6% |
| Participant deferral / active EE | $11,167 | $6,368+75.4% | $5,524+102.2% | $5,850+90.9% |
| Admin fee / account holder | $2,384 | $10,703-77.7% | $8,592-72.3% | $11,596-79.4% |