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 | $103,585 | $165,335-37.3% | $149,696-30.8% | $158,922-34.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.01% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,686 | $5,103-67.0% | $4,644-63.7% | $4,761-64.6% |
| Participant deferral / active EE | $6,271 | $7,181-12.7% | $6,842-8.3% | $5,982+4.8% |
| Admin fee / account holder | $17,173 | $10,807+58.9% | $9,309+84.5% | $11,246+52.7% |