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 | $150,034 | $197,825-24.2% | $155,790-3.7% | $125,391+19.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 5.05% | 86.74%-81.7pp | 71.54%-66.5pp | 282.22%-277.2pp |
| Employer contribution / active EE | $3,932 | $4,847-18.9% | $3,836+2.5% | $4,866-19.2% |
| Participant deferral / active EE | $13,983 | $5,630+148.4% | $4,797+191.5% | $5,352+161.3% |
| Admin fee / account holder | $17,391 | $9,545+82.2% | $7,478+132.6% | $9,540+82.3% |