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 | $150,186 | $183,963-18.4% | $162,163-7.4% | $152,861-1.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 16.26% | 150.76%-134.5pp | 115.59%-99.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,274 | $6,371-48.6% | $5,614-41.7% | $4,762-31.2% |
| Participant deferral / active EE | $14,750 | $8,034+83.6% | $7,298+102.1% | $5,850+152.1% |
| Admin fee / account holder | $48,393 | $13,121+268.8% | $10,843+346.3% | $11,596+317.3% |