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 | $115,888 | $172,478-32.8% | $145,661-20.4% | $142,382-18.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 14.67% | 151.09%-136.4pp | 101.46%-86.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,521 | $4,899-48.6% | $4,238-40.5% | $4,299-41.4% |
| Participant deferral / active EE | $3,151 | $8,348-62.3% | $7,198-56.2% | $6,507-51.6% |
| Admin fee / account holder | $470 | $16,864-97.2% | $12,466-96.2% | $12,624-96.3% |