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 | $137,187 | $198,466-30.9% | $170,442-19.5% | $147,584-7.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.36% | 257.29%-247.9pp | 205.93%-196.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,966 | $6,184-68.2% | $5,433-63.8% | $4,876-59.7% |
| Participant deferral / active EE | $4,119 | $5,629-26.8% | $4,939-16.6% | $5,439-24.3% |
| Admin fee / account holder | $8,388 | $16,852-50.2% | $13,880-39.6% | $10,885-22.9% |