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 | $148,311 | $175,202-15.3% | $149,673-0.9% | $139,434+6.4% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 17.84% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,116 | $5,474-79.6% | $4,818-76.8% | $4,751-76.5% |
| Participant deferral / active EE | $11,433 | $6,519+75.4% | $5,680+101.3% | $6,710+70.4% |
| Admin fee / account holder | $3,385 | $16,150-79.0% | $13,210-74.4% | $11,403-70.3% |