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 | $128,820 | $183,519-29.8% | $155,509-17.2% | $145,922-11.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 39.40% | 61.17%-21.8pp | 64.67%-25.3pp | 561.29%-521.9pp |
| Employer contribution / active EE | $2,782 | $5,313-47.6% | $4,672-40.5% | $4,660-40.3% |
| Participant deferral / active EE | $2,625 | $6,462-59.4% | $5,626-53.3% | $6,688-60.7% |
| Admin fee / account holder | $937 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |