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 | $165,247 | $165,335-0.1% | $149,696+10.4% | $158,922+4.0% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 13.25% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,391 | $5,103-72.7% | $4,644-70.0% | $4,761-70.8% |
| Participant deferral / active EE | $5,773 | $7,181-19.6% | $6,842-15.6% | $5,982-3.5% |
| Admin fee / account holder | $2,277 | $10,807-78.9% | $9,309-75.5% | $11,246-79.7% |