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 | $154,064 | $217,402-29.1% | $185,823-17.1% | $167,490-8.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.78% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,715 | $5,873-70.8% | $5,167-66.8% | $4,837-64.6% |
| Participant deferral / active EE | $2,997 | $6,356-52.9% | $5,568-46.2% | $6,341-52.7% |
| Admin fee / account holder | $8,898 | $19,811-55.1% | $16,237-45.2% | $12,309-27.7% |