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 | $130,126 | $165,335-21.3% | $149,696-13.1% | $158,922-18.1% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 20.19% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,182 | $5,103-76.8% | $4,644-74.6% | $4,761-75.2% |
| Participant deferral / active EE | $6,385 | $7,181-11.1% | $6,842-6.7% | $5,982+6.7% |
| Admin fee / account holder | $2,507 | $10,807-76.8% | $9,309-73.1% | $11,246-77.7% |