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 | $200,878 | $172,111+16.7% | $150,298+33.7% | $137,256+46.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.97% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,453 | $4,636-68.7% | $4,154-65.0% | $4,156-65.0% |
| Participant deferral / active EE | $3,094 | $6,166-49.8% | $5,453-43.3% | $6,407-51.7% |
| Admin fee / account holder | $2,484 | $16,471-84.9% | $14,116-82.4% | $12,270-79.8% |