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 7-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 | $156,960 | $210,648-25.5% | $177,989-11.8% | $145,922+7.6% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 25.97% | 385.86%-359.9pp | 294.48%-268.5pp | 561.29%-535.3pp |
| Employer contribution / active EE | $2,229 | $4,565-51.2% | $3,949-43.5% | $4,660-52.2% |
| Participant deferral / active EE | $2,838 | $6,958-59.2% | $6,276-54.8% | $6,688-57.6% |
| Admin fee / account holder | $4,366 | $12,013-63.7% | $10,363-57.9% | $13,397-67.4% |