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 | $118,207 | $176,056-32.9% | $159,436-25.9% | $167,490-29.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 18.12% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $3,178 | $5,297-40.0% | $4,829-34.2% | $4,837-34.3% |
| Participant deferral / active EE | $9,551 | $7,750+23.2% | $7,352+29.9% | $6,341+50.6% |
| Admin fee / account holder | $817 | $12,554-93.5% | $10,799-92.4% | $12,309-93.4% |