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 | $100,508 | $127,386-21.1% | $115,037-12.6% | $125,391-19.8% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 170.04% | 31.28%+138.8pp | 26.14%+143.9pp | 282.22%-112.2pp |
| Employer contribution / active EE | $1,990 | $5,166-61.5% | $4,608-56.8% | $4,866-59.1% |
| Participant deferral / active EE | $3,735 | $6,423-41.9% | $6,026-38.0% | $5,352-30.2% |
| Admin fee / account holder | $3,860 | $9,516-59.4% | $8,175-52.8% | $9,540-59.5% |