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 | $117,601 | $176,056-33.2% | $159,436-26.2% | $167,490-29.8% |
| Participation rate | 77.3% | 84.9%-7.7pp | 82.8%-5.5pp | 82.1%-4.8pp |
| Annual return | 23.56% | 331.75%-308.2pp | 263.57%-240.0pp | 478.56%-455.0pp |
| Employer contribution / active EE | $4,068 | $5,297-23.2% | $4,829-15.8% | $4,837-15.9% |
| Participant deferral / active EE | $8,160 | $7,750+5.3% | $7,352+11.0% | $6,341+28.7% |
| Admin fee / account holder | $2,304 | $12,554-81.6% | $10,799-78.7% | $12,309-81.3% |