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 | $141,765 | $159,901-11.3% | $146,958-3.5% | $145,922-2.8% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 19.72% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,986 | $5,286-62.4% | $4,933-59.7% | $4,660-57.4% |
| Participant deferral / active EE | $7,295 | $8,428-13.4% | $8,070-9.6% | $6,688+9.1% |
| Admin fee / account holder | $4,683 | $15,044-68.9% | $12,998-64.0% | $13,397-65.0% |