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 | $145,020 | $217,402-33.3% | $185,823-22.0% | $167,490-13.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.43% | 148.36%-125.9pp | 122.05%-99.6pp | 478.56%-456.1pp |
| Employer contribution / active EE | $2,697 | $5,873-54.1% | $5,167-47.8% | $4,837-44.2% |
| Participant deferral / active EE | $4,446 | $6,356-30.1% | $5,568-20.1% | $6,341-29.9% |
| Admin fee / account holder | $6,406 | $19,811-67.7% | $16,237-60.5% | $12,309-48.0% |