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 | $136,765 | $209,411-34.7% | $178,490-23.4% | $158,922-13.9% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 12.12% | 188.75%-176.6pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,861 | $5,706-67.4% | $5,011-62.9% | $4,761-60.9% |
| Participant deferral / active EE | $6,120 | $5,954+2.8% | $5,202+17.6% | $5,982+2.3% |
| Admin fee / account holder | $4,807 | $17,074-71.8% | $13,984-65.6% | $11,246-57.3% |