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 | $202,647 | $210,648-3.8% | $177,989+13.9% | $145,922+38.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 18.00% | 385.86%-367.9pp | 294.48%-276.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,425 | $4,565-46.9% | $3,949-38.6% | $4,660-48.0% |
| Participant deferral / active EE | $2,950 | $6,958-57.6% | $6,276-53.0% | $6,688-55.9% |
| Admin fee / account holder | $2,161 | $12,013-82.0% | $10,363-79.1% | $13,397-83.9% |