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 | $129,717 | $165,335-21.5% | $149,696-13.3% | $158,922-18.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 28.53% | 348.15%-319.6pp | 276.60%-248.1pp | 302.83%-274.3pp |
| Employer contribution / active EE | $3,246 | $5,103-36.4% | $4,644-30.1% | $4,761-31.8% |
| Participant deferral / active EE | $5,559 | $7,181-22.6% | $6,842-18.8% | $5,982-7.1% |
| Admin fee / account holder | $6,803 | $10,807-37.0% | $9,309-26.9% | $11,246-39.5% |