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 | $139,495 | $209,411-33.4% | $178,490-21.8% | $158,922-12.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.08% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $3,240 | $5,706-43.2% | $5,011-35.3% | $4,761-31.9% |
| Participant deferral / active EE | $5,380 | $5,954-9.6% | $5,202+3.4% | $5,982-10.1% |
| Admin fee / account holder | $555 | $17,074-96.8% | $13,984-96.0% | $11,246-95.1% |