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 | $126,251 | $165,335-23.6% | $149,696-15.7% | $158,922-20.6% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 8.64% | 348.15%-339.5pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,552 | $5,103-69.6% | $4,644-66.6% | $4,761-67.4% |
| Participant deferral / active EE | $6,721 | $7,181-6.4% | $6,842-1.8% | $5,982+12.4% |
| Admin fee / account holder | $7,961 | $10,807-26.3% | $9,309-14.5% | $11,246-29.2% |