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 | $140,059 | $198,466-29.4% | $170,442-17.8% | $147,584-5.1% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 13.23% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,329 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $4,038 | $5,629-28.3% | $4,939-18.2% | $5,439-25.7% |
| Admin fee / account holder | $16,963 | $16,852+0.7% | $13,880+22.2% | $10,885+55.8% |