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 | $112,044 | $176,056-36.4% | $159,436-29.7% | $167,490-33.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.40% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,075 | $5,297-79.7% | $4,829-77.7% | $4,837-77.8% |
| Participant deferral / active EE | $9,532 | $7,750+23.0% | $7,352+29.7% | $6,341+50.3% |
| Admin fee / account holder | $1,878 | $12,554-85.0% | $10,799-82.6% | $12,309-84.7% |