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 | $158,127 | $217,402-27.3% | $185,823-14.9% | $167,490-5.6% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 11.51% | 148.36%-136.9pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,785 | $5,873-52.6% | $5,167-46.1% | $4,837-42.4% |
| Participant deferral / active EE | $7,225 | $6,356+13.7% | $5,568+29.8% | $6,341+13.9% |
| Admin fee / account holder | $558 | $19,811-97.2% | $16,237-96.6% | $12,309-95.5% |