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 | $165,008 | $226,064-27.0% | $182,532-9.6% | $152,861+7.9% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 9.03% | 192.51%-183.5pp | 148.54%-139.5pp | 345.32%-336.3pp |
| Employer contribution / active EE | $1,444 | $4,978-71.0% | $4,076-64.6% | $4,762-69.7% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,849 | $10,703-36.0% | $8,592-20.3% | $11,596-40.9% |