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 | $152,681 | $203,436-24.9% | $152,466+0.1% | $167,490-8.8% |
| Participation rate | 76.2% | 82.3%-6.1pp | 78.2%-2.0pp | 82.1%-5.9pp |
| Annual return | 13.00% | 13.80%-0.8pp | 757.33%-744.3pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,997 | $5,220-61.7% | $4,327-53.8% | $4,837-58.7% |
| Participant deferral / active EE | $5,326 | $6,716-20.7% | $5,820-8.5% | $6,341-16.0% |
| Admin fee / account holder | $10,972 | $22,506-51.2% | $15,805-30.6% | $12,309-10.9% |