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 | $170,795 | $217,402-21.4% | $185,823-8.1% | $167,490+2.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.36% | 148.36%-139.0pp | 122.05%-112.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,630 | $5,873-72.2% | $5,167-68.5% | $4,837-66.3% |
| Participant deferral / active EE | $4,503 | $6,356-29.2% | $5,568-19.1% | $6,341-29.0% |
| Admin fee / account holder | $1,652 | $19,811-91.7% | $16,237-89.8% | $12,309-86.6% |