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 | $87,313 | $209,411-58.3% | $178,490-51.1% | $158,922-45.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 10.93% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,287 | $5,706-59.9% | $5,011-54.3% | $4,761-52.0% |
| Participant deferral / active EE | $5,240 | $5,954-12.0% | $5,202+0.7% | $5,982-12.4% |
| Admin fee / account holder | $5,018 | $17,074-70.6% | $13,984-64.1% | $11,246-55.4% |