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 | $57,997 | $180,449-67.9% | $154,107-62.4% | $135,375-57.2% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | 0.59% | 888.09%-887.5pp | 735.12%-734.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $7,369 | $6,035+22.1% | $5,298+39.1% | $4,779+54.2% |
| Participant deferral / active EE | $3,688 | $5,806-36.5% | $5,081-27.4% | $5,609-34.2% |
| Admin fee / account holder | $1,137 | $16,143-93.0% | $13,411-91.5% | $10,827-89.5% |