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 | $147,464 | $176,056-16.2% | $159,436-7.5% | $167,490-12.0% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 14.96% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,722 | $5,297-67.5% | $4,829-64.3% | $4,837-64.4% |
| Participant deferral / active EE | $6,187 | $7,750-20.2% | $7,352-15.8% | $6,341-2.4% |
| Admin fee / account holder | $3,633 | $12,554-71.1% | $10,799-66.4% | $12,309-70.5% |