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 | $155,839 | $176,056-11.5% | $159,436-2.3% | $167,490-7.0% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 18.12% | 331.75%-313.6pp | 263.57%-245.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $3,027 | $5,297-42.9% | $4,829-37.3% | $4,837-37.4% |
| Participant deferral / active EE | $9,898 | $7,750+27.7% | $7,352+34.6% | $6,341+56.1% |
| Admin fee / account holder | $810 | $12,554-93.5% | $10,799-92.5% | $12,309-93.4% |