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 | $164,681 | $180,749-8.9% | $160,784+2.4% | $137,256+20.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 13.59% | 2234.46%-2220.9pp | 1803.92%-1790.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,085 | $4,155-49.8% | $3,733-44.1% | $4,156-49.8% |
| Participant deferral / active EE | $3,201 | $6,844-53.2% | $6,293-49.1% | $6,407-50.0% |
| Admin fee / account holder | $2,894 | $10,397-72.2% | $9,717-70.2% | $12,270-76.4% |