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 | $124,922 | $148,534-15.9% | $135,903-8.1% | $139,434-10.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.65% | 79.19%-65.5pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,014 | $5,243-61.6% | $4,856-58.5% | $4,751-57.6% |
| Participant deferral / active EE | $5,634 | $8,100-30.4% | $7,758-27.4% | $6,710-16.0% |
| Admin fee / account holder | $1,657 | $12,400-86.6% | $10,762-84.6% | $11,403-85.5% |