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 | $137,284 | $177,572-22.7% | $154,803-11.3% | $142,382-3.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,318 | $4,810-72.6% | $4,305-69.4% | $4,299-69.3% |
| Participant deferral / active EE | $5,485 | $6,272-12.5% | $5,540-1.0% | $6,507-15.7% |
| Admin fee / account holder | $732 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |