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 | $157,937 | $202,432-22.0% | $169,368-6.7% | $139,434+13.3% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 29.54% | 531.74%-502.2pp | 405.60%-376.1pp | 372.94%-343.4pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,499 | $6,938-6.3% | $6,221+4.5% | $6,710-3.1% |
| Admin fee / account holder | $8,332 | $10,708-22.2% | $9,003-7.5% | $11,403-26.9% |