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 | $125,823 | $148,534-15.3% | $135,903-7.4% | $139,434-9.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.80% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $5,335 | $5,243+1.8% | $4,856+9.9% | $4,751+12.3% |
| Participant deferral / active EE | $5,378 | $8,100-33.6% | $7,758-30.7% | $6,710-19.9% |
| Admin fee / account holder | $1,347 | $12,400-89.1% | $10,762-87.5% | $11,403-88.2% |