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 | $169,086 | $149,040+13.5% | $120,225+40.6% | $137,256+23.2% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 16.20% | 605.68%-589.5pp | 439.23%-423.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,478 | $4,350-66.0% | $3,475-57.5% | $4,156-64.4% |
| Participant deferral / active EE | $6,913 | $4,655+48.5% | $3,999+72.9% | $6,407+7.9% |
| Admin fee / account holder | $323 | $6,348-94.9% | $5,696-94.3% | $12,270-97.4% |