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 | $136,370 | $159,602-14.6% | $150,045-9.1% | $142,382-4.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.55% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,569 | $4,961-68.4% | $4,693-66.6% | $4,299-63.5% |
| Participant deferral / active EE | $4,337 | $8,310-47.8% | $7,997-45.8% | $6,507-33.3% |
| Admin fee / account holder | $2,312 | $14,846-84.4% | $13,435-82.8% | $12,624-81.7% |