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 | $141,390 | $197,591-28.4% | $177,821-20.5% | $158,922-11.0% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.7%-15.5pp | 82.0%-9.7pp |
| Annual return | 13.34% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,874 | $6,697-72.0% | $5,918-68.3% | $4,761-60.6% |
| Participant deferral / active EE | $5,584 | $8,405-33.6% | $7,714-27.6% | $5,982-6.7% |
| Admin fee / account holder | $1,237 | $15,399-92.0% | $12,427-90.1% | $11,246-89.0% |