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 | $168,723 | $180,449-6.5% | $154,107+9.5% | $135,375+24.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 7.35% | 888.09%-880.7pp | 735.12%-727.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $1,989 | $6,035-67.0% | $5,298-62.4% | $4,779-58.4% |
| Participant deferral / active EE | $9,569 | $5,806+64.8% | $5,081+88.3% | $5,609+70.6% |
| Admin fee / account holder | $2,557 | $16,143-84.2% | $13,411-80.9% | $10,827-76.4% |