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 | $80,527 | $176,662-54.4% | $130,648-38.4% | $152,861-47.3% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 23.16% | 2692.24%-2669.1pp | 1708.96%-1685.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,149 | $5,742-62.6% | $4,092-47.5% | $4,762-54.9% |
| Participant deferral / active EE | $5,180 | $4,361+18.8% | $3,603+43.8% | $5,850-11.5% |
| Admin fee / account holder | $2,706 | $7,133-62.1% | $5,464-50.5% | $11,596-76.7% |