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 | $124,875 | $160,055-22.0% | $140,016-10.8% | $135,375-7.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | 10.45% | 911.38%-900.9pp | 651.12%-640.7pp | 519.73%-509.3pp |
| Employer contribution / active EE | $1,969 | $6,420-69.3% | $5,606-64.9% | $4,779-58.8% |
| Participant deferral / active EE | $4,904 | $7,642-35.8% | $6,927-29.2% | $5,609-12.6% |
| Admin fee / account holder | $1,257 | $13,328-90.6% | $10,705-88.3% | $10,827-88.4% |