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 | $136,161 | $217,402-37.4% | $185,823-26.7% | $167,490-18.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.08% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,997 | $5,873-49.0% | $5,167-42.0% | $4,837-38.1% |
| Participant deferral / active EE | $3,805 | $6,356-40.1% | $5,568-31.7% | $6,341-40.0% |
| Admin fee / account holder | $697 | $19,811-96.5% | $16,237-95.7% | $12,309-94.3% |