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 | $124,617 | $157,256-20.8% | $141,162-11.7% | $152,861-18.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 23.68% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,822 | $5,261-46.4% | $4,735-40.4% | $4,762-40.7% |
| Participant deferral / active EE | $5,785 | $7,109-18.6% | $6,709-13.8% | $5,850-1.1% |
| Admin fee / account holder | $3,562 | $12,120-70.6% | $10,261-65.3% | $11,596-69.3% |