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 | $128,810 | $175,202-26.5% | $149,673-13.9% | $139,434-7.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.97% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,482 | $5,474-36.4% | $4,818-27.7% | $4,751-26.7% |
| Participant deferral / active EE | $8,683 | $6,519+33.2% | $5,680+52.9% | $6,710+29.4% |
| Admin fee / account holder | $3,655 | $16,150-77.4% | $13,210-72.3% | $11,403-67.9% |