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 | $139,344 | $176,056-20.9% | $159,436-12.6% | $167,490-16.8% |
| Participation rate | 73.9% | 84.9%-11.0pp | 82.8%-8.9pp | 82.1%-8.2pp |
| Annual return | 13.82% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,685 | $5,297-68.2% | $4,829-65.1% | $4,837-65.2% |
| Participant deferral / active EE | $7,444 | $7,750-4.0% | $7,352+1.2% | $6,341+17.4% |
| Admin fee / account holder | $1,997 | $12,554-84.1% | $10,799-81.5% | $12,309-83.8% |