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 | $149,842 | $209,411-28.4% | $178,490-16.1% | $158,922-5.7% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 16.30% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,900 | $5,706+20.9% | $5,011+37.7% | $4,761+44.9% |
| Participant deferral / active EE | $3,670 | $5,954-38.4% | $5,202-29.4% | $5,982-38.6% |
| Admin fee / account holder | $906 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |