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 | $84,704 | $209,411-59.6% | $178,490-52.5% | $158,922-46.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.68% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $4,062 | $5,706-28.8% | $5,011-18.9% | $4,761-14.7% |
| Participant deferral / active EE | $6,508 | $5,954+9.3% | $5,202+25.1% | $5,982+8.8% |
| Admin fee / account holder | $1,233 | $17,074-92.8% | $13,984-91.2% | $11,246-89.0% |