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 | $127,864 | $159,602-19.9% | $150,045-14.8% | $142,382-10.2% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 17.25% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,624 | $4,961-26.9% | $4,693-22.8% | $4,299-15.7% |
| Participant deferral / active EE | $11,264 | $8,310+35.5% | $7,997+40.9% | $6,507+73.1% |
| Admin fee / account holder | $560 | $14,846-96.2% | $13,435-95.8% | $12,624-95.6% |