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 | $121,746 | $209,411-41.9% | $178,490-31.8% | $158,922-23.4% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 17.84% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,704 | $5,706-52.6% | $5,011-46.0% | $4,761-43.2% |
| Participant deferral / active EE | $6,153 | $5,954+3.3% | $5,202+18.3% | $5,982+2.9% |
| Admin fee / account holder | $5,483 | $17,074-67.9% | $13,984-60.8% | $11,246-51.2% |