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 | $126,728 | $217,402-41.7% | $185,823-31.8% | $167,490-24.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.03% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,648 | $5,873-54.9% | $5,167-48.8% | $4,837-45.3% |
| Participant deferral / active EE | $4,419 | $6,356-30.5% | $5,568-20.6% | $6,341-30.3% |
| Admin fee / account holder | $10,009 | $19,811-49.5% | $16,237-38.4% | $12,309-18.7% |