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 | $152,689 | $176,056-13.3% | $159,436-4.2% | $167,490-8.8% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 20.08% | 331.75%-311.7pp | 263.57%-243.5pp | 478.56%-458.5pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,949 | $7,750+28.4% | $7,352+35.3% | $6,341+56.9% |
| Admin fee / account holder | $1,492 | $12,554-88.1% | $10,799-86.2% | $12,309-87.9% |