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 | $110,390 | $154,117-28.4% | $129,995-15.1% | $139,434-20.8% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 20.39% | 32.48%-12.1pp | -137.18%+157.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,418 | $5,289-73.2% | $4,320-67.2% | $4,751-70.2% |
| Participant deferral / active EE | $10,412 | $6,710+55.2% | $5,820+78.9% | $6,710+55.2% |
| Admin fee / account holder | $2,177 | $14,007-84.5% | $10,614-79.5% | $11,403-80.9% |