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 | $138,201 | $198,466-30.4% | $170,442-18.9% | $147,584-6.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.43% | 257.29%-237.9pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,773 | $6,184-71.3% | $5,433-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $3,517 | $5,629-37.5% | $4,939-28.8% | $5,439-35.3% |
| Admin fee / account holder | $1,165 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |