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 | $126,906 | $176,056-27.9% | $159,436-20.4% | $167,490-24.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 20.92% | 331.75%-310.8pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $4,773 | $5,297-9.9% | $4,829-1.2% | $4,837-1.3% |
| Participant deferral / active EE | $9,640 | $7,750+24.4% | $7,352+31.1% | $6,341+52.0% |
| Admin fee / account holder | $425 | $12,554-96.6% | $10,799-96.1% | $12,309-96.5% |