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 | $175,784 | $209,411-16.1% | $178,490-1.5% | $158,922+10.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.42% | 188.75%-177.3pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,552 | $5,706-72.8% | $5,011-69.0% | $4,761-67.4% |
| Participant deferral / active EE | $2,774 | $5,954-53.4% | $5,202-46.7% | $5,982-53.6% |
| Admin fee / account holder | $376 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |