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 | $145,562 | $173,345-16.0% | $136,007+7.0% | $145,922-0.2% |
| Participation rate | 70.0% | 80.5%-10.5pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 13.95% | 1163.32%-1149.4pp | 579.32%-565.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,138 | $5,278-40.6% | $4,217-25.6% | $4,660-32.7% |
| Participant deferral / active EE | $5,629 | $8,699-35.3% | $7,025-19.9% | $6,688-15.8% |
| Admin fee / account holder | $1,500 | $9,954-84.9% | $6,858-78.1% | $13,397-88.8% |