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 | $80,166 | $165,335-51.5% | $149,696-46.4% | $158,922-49.6% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 16.89% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $7,631 | $5,103+49.6% | $4,644+64.3% | $4,761+60.3% |
| Participant deferral / active EE | $6,581 | $7,181-8.4% | $6,842-3.8% | $5,982+10.0% |
| Admin fee / account holder | $1,103 | $10,807-89.8% | $9,309-88.2% | $11,246-90.2% |