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 | $146,975 | $180,749-18.7% | $160,784-8.6% | $137,256+7.1% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 13.59% | 2234.46%-2220.9pp | 1803.92%-1790.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,565 | $4,155+9.9% | $3,733+22.3% | $4,156+9.8% |
| Participant deferral / active EE | $4,818 | $6,844-29.6% | $6,293-23.4% | $6,407-24.8% |
| Admin fee / account holder | $13,316 | $10,397+28.1% | $9,717+37.0% | $12,270+8.5% |