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 | $143,986 | $209,411-31.2% | $178,490-19.3% | $158,922-9.4% |
| Participation rate | 70.6% | 86.3%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 14.51% | 188.75%-174.2pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,903 | $5,706-66.6% | $5,011-62.0% | $4,761-60.0% |
| Participant deferral / active EE | $2,980 | $5,954-50.0% | $5,202-42.7% | $5,982-50.2% |
| Admin fee / account holder | $3,032 | $17,074-82.2% | $13,984-78.3% | $11,246-73.0% |