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 | $145,267 | $165,335-12.1% | $149,696-3.0% | $158,922-8.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 11.24% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,256 | $5,103-16.6% | $4,644-8.4% | $4,761-10.6% |
| Participant deferral / active EE | $11,168 | $7,181+55.5% | $6,842+63.2% | $5,982+86.7% |
| Admin fee / account holder | $108,179 | $10,807+901.1% | $9,309+1062.1% | $11,246+862.0% |