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 | $186,991 | $176,377+6.0% | $134,143+39.4% | $158,922+17.7% |
| Participation rate | 94.7% | 78.7%+16.0pp | 72.2%+22.6pp | 82.0%+12.8pp |
| Annual return | 16.22% | 63.63%-47.4pp | 36.33%-20.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $6,490 | $5,040+28.8% | $3,704+75.2% | $4,761+36.3% |
| Participant deferral / active EE | $4,888 | $4,091+19.5% | $3,499+39.7% | $5,982-18.3% |
| Admin fee / account holder | $425 | $8,718-95.1% | $6,684-93.6% | $11,246-96.2% |