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 | $117,287 | $159,602-26.5% | $150,045-21.8% | $142,382-17.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 58.60% | 70.24%-11.6pp | 62.55%-3.9pp | 217.08%-158.5pp |
| Employer contribution / active EE | $2,274 | $4,961-54.2% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $3,766 | $8,310-54.7% | $7,997-52.9% | $6,507-42.1% |
| Admin fee / account holder | $2,298 | $14,846-84.5% | $13,435-82.9% | $12,624-81.8% |