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 | $112,796 | $165,335-31.8% | $149,696-24.7% | $158,922-29.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 11.64% | 348.15%-336.5pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,454 | $5,103-51.9% | $4,644-47.2% | $4,761-48.5% |
| Participant deferral / active EE | $5,867 | $7,181-18.3% | $6,842-14.2% | $5,982-1.9% |
| Admin fee / account holder | $1,970 | $10,807-81.8% | $9,309-78.8% | $11,246-82.5% |