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 | $162,095 | $198,466-18.3% | $170,442-4.9% | $147,584+9.8% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 36.95% | 257.29%-220.3pp | 205.93%-169.0pp | 578.55%-541.6pp |
| Employer contribution / active EE | $2,987 | $6,184-51.7% | $5,433-45.0% | $4,876-38.7% |
| Participant deferral / active EE | $5,790 | $5,629+2.8% | $4,939+17.2% | $5,439+6.5% |
| Admin fee / account holder | $1,302 | $16,852-92.3% | $13,880-90.6% | $10,885-88.0% |