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 | $172,414 | $148,534+16.1% | $135,903+26.9% | $139,434+23.7% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 12.16% | 79.19%-67.0pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,553 | $5,243-70.4% | $4,856-68.0% | $4,751-67.3% |
| Participant deferral / active EE | $8,324 | $8,100+2.8% | $7,758+7.3% | $6,710+24.1% |
| Admin fee / account holder | $60,360 | $12,400+386.8% | $10,762+460.9% | $11,403+429.4% |