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 | $160,517 | $209,411-23.3% | $178,490-10.1% | $158,922+1.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.99% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,497 | $5,706-73.8% | $5,011-70.1% | $4,761-68.6% |
| Participant deferral / active EE | $2,138 | $5,954-64.1% | $5,202-58.9% | $5,982-64.3% |
| Admin fee / account holder | $5,131 | $17,074-70.0% | $13,984-63.3% | $11,246-54.4% |