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 | $80,805 | $217,402-62.8% | $185,823-56.5% | $167,490-51.8% |
| Participation rate | 81.0% | 86.0%-5.1pp | 81.7%-0.7pp | 82.1%-1.2pp |
| Annual return | 13.13% | 148.36%-135.2pp | 122.05%-108.9pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,902 | $5,873-50.6% | $5,167-43.8% | $4,837-40.0% |
| Participant deferral / active EE | $4,914 | $6,356-22.7% | $5,568-11.7% | $6,341-22.5% |
| Admin fee / account holder | $3,533 | $19,811-82.2% | $16,237-78.2% | $12,309-71.3% |