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 | $142,348 | $209,411-32.0% | $178,490-20.2% | $158,922-10.4% |
| Participation rate | 81.0% | 86.3%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 17.11% | 188.75%-171.6pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,054 | $5,706-46.5% | $5,011-39.1% | $4,761-35.9% |
| Participant deferral / active EE | $5,987 | $5,954+0.5% | $5,202+15.1% | $5,982+0.1% |
| Admin fee / account holder | $1,275 | $17,074-92.5% | $13,984-90.9% | $11,246-88.7% |