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 | $102,048 | $121,625-16.1% | $104,607-2.4% | $158,922-35.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 16.28% | 465.26%-449.0pp | 340.46%-324.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,204 | $3,163-30.3% | $2,681-17.8% | $4,761-53.7% |
| Participant deferral / active EE | $7,627 | $4,177+82.6% | $3,740+104.0% | $5,982+27.5% |
| Admin fee / account holder | $3,364 | $7,787-56.8% | $6,473-48.0% | $11,246-70.1% |