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 | $73,746 | $165,335-55.4% | $149,696-50.7% | $158,922-53.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.53% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,573 | $5,103-30.0% | $4,644-23.1% | $4,761-24.9% |
| Participant deferral / active EE | $7,522 | $7,181+4.7% | $6,842+9.9% | $5,982+25.7% |
| Admin fee / account holder | $4,619 | $10,807-57.3% | $9,309-50.4% | $11,246-58.9% |