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 | $154,007 | $144,119+6.9% | $117,854+30.7% | $147,584+4.4% |
| Participation rate | 84.2% | 83.4%+0.8pp | 79.7%+4.5pp | 82.8%+1.4pp |
| Annual return | 15.43% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,682 | $4,896-65.6% | $3,786-55.6% | $4,876-65.5% |
| Participant deferral / active EE | $4,625 | $5,316-13.0% | $4,482+3.2% | $5,439-15.0% |
| Admin fee / account holder | $1,046 | $10,886-90.4% | $8,020-87.0% | $10,885-90.4% |