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 | $142,336 | $226,064-37.0% | $182,532-22.0% | $152,861-6.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.55% | 192.51%-170.0pp | 148.54%-126.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,827 | $4,978-63.3% | $4,076-55.2% | $4,762-61.6% |
| Participant deferral / active EE | $7,695 | $6,368+20.8% | $5,524+39.3% | $5,850+31.5% |
| Admin fee / account holder | $379 | $10,703-96.5% | $8,592-95.6% | $11,596-96.7% |