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 | $182,109 | $217,402-16.2% | $185,823-2.0% | $167,490+8.7% |
| Participation rate | 81.0% | 86.0%-5.1pp | 81.7%-0.7pp | 82.1%-1.2pp |
| Annual return | 10.48% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,534 | $5,873-56.8% | $5,167-51.0% | $4,837-47.6% |
| Participant deferral / active EE | $6,558 | $6,356+3.2% | $5,568+17.8% | $6,341+3.4% |
| Admin fee / account holder | $750 | $19,811-96.2% | $16,237-95.4% | $12,309-93.9% |