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 | $174,105 | $217,402-19.9% | $185,823-6.3% | $167,490+3.9% |
| Participation rate | 76.2% | 86.0%-9.9pp | 81.7%-5.5pp | 82.1%-5.9pp |
| Annual return | 14.27% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,012 | $5,873-65.7% | $5,167-61.1% | $4,837-58.4% |
| Participant deferral / active EE | $2,938 | $6,356-53.8% | $5,568-47.2% | $6,341-53.7% |
| Admin fee / account holder | $6,184 | $19,811-68.8% | $16,237-61.9% | $12,309-49.8% |