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 | $131,160 | $198,466-33.9% | $170,442-23.0% | $147,584-11.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.40% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,134 | $6,184-49.3% | $5,433-42.3% | $4,876-35.7% |
| Participant deferral / active EE | $6,646 | $5,629+18.1% | $4,939+34.5% | $5,439+22.2% |
| Admin fee / account holder | $13,388 | $16,852-20.6% | $13,880-3.5% | $10,885+23.0% |