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 | $138,297 | $209,411-34.0% | $178,490-22.5% | $158,922-13.0% |
| Participation rate | 78.3% | 86.3%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 10.05% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,059 | $5,706-46.4% | $5,011-39.0% | $4,761-35.8% |
| Participant deferral / active EE | $6,736 | $5,954+13.1% | $5,202+29.5% | $5,982+12.6% |
| Admin fee / account holder | $7,282 | $17,074-57.4% | $13,984-47.9% | $11,246-35.2% |