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 | $150,231 | $210,698-28.7% | $178,014-15.6% | $145,959+2.9% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 55.27% | 386.27%-331.0pp | 294.80%-239.5pp | 561.95%-506.7pp |
| Employer contribution / active EE | $2,529 | $4,567-44.6% | $3,950-36.0% | $4,661-45.7% |
| Participant deferral / active EE | $6,049 | $6,958-13.1% | $6,276-3.6% | $6,689-9.6% |
| Admin fee / account holder | $2,926 | $12,016-75.6% | $10,362-71.8% | $13,398-78.2% |