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 9-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 | $151,438 | $165,335-8.4% | $149,696+1.2% | $158,922-4.7% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 18.57% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,750 | $5,103-65.7% | $4,644-62.3% | $4,761-63.2% |
| Participant deferral / active EE | $4,548 | $7,181-36.7% | $6,842-33.5% | $5,982-24.0% |
| Admin fee / account holder | $33,580 | $10,807+210.7% | $9,309+260.7% | $11,246+198.6% |