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 | $86,923 | $176,056-50.6% | $159,436-45.5% | $167,490-48.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.33% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,148 | $5,297-59.5% | $4,829-55.5% | $4,837-55.6% |
| Participant deferral / active EE | $3,045 | $7,750-60.7% | $7,352-58.6% | $6,341-52.0% |
| Admin fee / account holder | $1,819 | $12,554-85.5% | $10,799-83.2% | $12,309-85.2% |