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 | $158,373 | $183,963-13.9% | $162,163-2.3% | $152,861+3.6% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 17.91% | 150.76%-132.8pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,366 | $6,371-62.9% | $5,614-57.9% | $4,762-50.3% |
| Participant deferral / active EE | $8,581 | $8,034+6.8% | $7,298+17.6% | $5,850+46.7% |
| Admin fee / account holder | $5,650 | $13,121-56.9% | $10,843-47.9% | $11,596-51.3% |