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 | $127,729 | $217,402-41.2% | $185,823-31.3% | $167,490-23.7% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 20.96% | 148.36%-127.4pp | 122.05%-101.1pp | 478.56%-457.6pp |
| Employer contribution / active EE | $3,774 | $5,873-35.7% | $5,167-27.0% | $4,837-22.0% |
| Participant deferral / active EE | $4,459 | $6,356-29.8% | $5,568-19.9% | $6,341-29.7% |
| Admin fee / account holder | $390 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |