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 | $150,629 | $152,587-1.3% | $125,175+20.3% | $152,861-1.5% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.4%-5.2pp |
| Annual return | 25.11% | 54.84%-29.7pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,637 | $4,946-66.9% | $3,865-57.7% | $4,762-65.6% |
| Participant deferral / active EE | $2,303 | $5,868-60.8% | $4,937-53.3% | $5,850-60.6% |
| Admin fee / account holder | $1,208 | $13,434-91.0% | $9,702-87.5% | $11,596-89.6% |