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 | $113,751 | $175,202-35.1% | $149,673-24.0% | $139,434-18.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.38% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,915 | $5,474-65.0% | $4,818-60.3% | $4,751-59.7% |
| Participant deferral / active EE | $6,362 | $6,519-2.4% | $5,680+12.0% | $6,710-5.2% |
| Admin fee / account holder | $1,013 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |