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 | $108,845 | $148,534-26.7% | $135,903-19.9% | $139,434-21.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.15% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,576 | $5,243-50.9% | $4,856-47.0% | $4,751-45.8% |
| Participant deferral / active EE | $5,836 | $8,100-27.9% | $7,758-24.8% | $6,710-13.0% |
| Admin fee / account holder | $8,847 | $12,400-28.7% | $10,762-17.8% | $11,403-22.4% |