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 | $125,244 | $175,202-28.5% | $149,673-16.3% | $139,434-10.2% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 17.19% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,669 | $5,474-69.5% | $4,818-65.4% | $4,751-64.9% |
| Participant deferral / active EE | $5,980 | $6,519-8.3% | $5,680+5.3% | $6,710-10.9% |
| Admin fee / account holder | $2,304 | $16,150-85.7% | $13,210-82.6% | $11,403-79.8% |