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 | $138,021 | $114,381+20.7% | $107,525+28.4% | $142,382-3.1% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 16.51% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,942 | $4,015+48.0% | $3,754+58.3% | $4,299+38.2% |
| Participant deferral / active EE | $6,594 | $5,564+18.5% | $5,116+28.9% | $6,507+1.3% |
| Admin fee / account holder | $918 | $9,860-90.7% | $8,919-89.7% | $12,624-92.7% |