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 | $107,285 | $209,411-48.8% | $178,490-39.9% | $158,922-32.5% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.33% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,896 | $5,706-31.7% | $5,011-22.3% | $4,761-18.2% |
| Participant deferral / active EE | $3,680 | $5,954-38.2% | $5,202-29.3% | $5,982-38.5% |
| Admin fee / account holder | $1,132 | $17,074-93.4% | $13,984-91.9% | $11,246-89.9% |