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 | $173,188 | $209,411-17.3% | $178,490-3.0% | $158,922+9.0% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 14.07% | 188.75%-174.7pp | 151.07%-137.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,473 | $5,706-74.2% | $5,011-70.6% | $4,761-69.1% |
| Participant deferral / active EE | $4,813 | $5,954-19.2% | $5,202-7.5% | $5,982-19.5% |
| Admin fee / account holder | $1,185 | $17,074-93.1% | $13,984-91.5% | $11,246-89.5% |