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 | $123,104 | $183,519-32.9% | $155,509-20.8% | $145,922-15.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 28.64% | 61.17%-32.5pp | 64.67%-36.0pp | 561.29%-532.6pp |
| Employer contribution / active EE | $2,041 | $5,313-61.6% | $4,672-56.3% | $4,660-56.2% |
| Participant deferral / active EE | $6,485 | $6,462+0.4% | $5,626+15.3% | $6,688-3.0% |
| Admin fee / account holder | $21,128 | $19,313+9.4% | $15,912+32.8% | $13,397+57.7% |