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 | $132,331 | $165,335-20.0% | $149,696-11.6% | $158,922-16.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.89% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,554 | $5,103-69.6% | $4,644-66.5% | $4,761-67.4% |
| Participant deferral / active EE | $4,732 | $7,181-34.1% | $6,842-30.8% | $5,982-20.9% |
| Admin fee / account holder | $1,137 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |