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 | $148,453 | $176,056-15.7% | $159,436-6.9% | $167,490-11.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.19% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $3,586 | $5,297-32.3% | $4,829-25.7% | $4,837-25.9% |
| Participant deferral / active EE | $7,550 | $7,750-2.6% | $7,352+2.7% | $6,341+19.1% |
| Admin fee / account holder | $9,969 | $12,554-20.6% | $10,799-7.7% | $12,309-19.0% |