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 | $180,987 | $209,411-13.6% | $178,490+1.4% | $158,922+13.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 24.26% | 188.75%-164.5pp | 151.07%-126.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,458 | $5,706-74.4% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $4,834 | $5,954-18.8% | $5,202-7.1% | $5,982-19.2% |
| Admin fee / account holder | $19,876 | $17,074+16.4% | $13,984+42.1% | $11,246+76.7% |