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 | $104,645 | $176,056-40.6% | $159,436-34.4% | $167,490-37.5% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 10.76% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,997 | $5,297-62.3% | $4,829-58.7% | $4,837-58.7% |
| Participant deferral / active EE | $3,389 | $7,750-56.3% | $7,352-53.9% | $6,341-46.6% |
| Admin fee / account holder | $1,615 | $12,554-87.1% | $10,799-85.0% | $12,309-86.9% |