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 | $166,374 | $85,202+95.3% | $172,739-3.7% | $72,985+128.0% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 20.61% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,181 | $3,324-4.3% | $5,143-38.2% | $2,440+30.4% |
| Participant deferral / active EE | $9,801 | $3,260+200.6% | $5,198+88.6% | $3,607+171.7% |
| Admin fee / account holder | $571 | $5,884-90.3% | $13,954-95.9% | $5,124-88.9% |