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 | $39,640 | $209,411-81.1% | $178,490-77.8% | $158,922-75.1% |
| Participation rate | 81.0% | 86.3%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 10.26% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,378 | $5,706-58.3% | $5,011-52.5% | $4,761-50.1% |
| Participant deferral / active EE | $2,553 | $5,954-57.1% | $5,202-50.9% | $5,982-57.3% |
| Admin fee / account holder | $1,316 | $17,074-92.3% | $13,984-90.6% | $11,246-88.3% |