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 | $117,996 | $165,335-28.6% | $149,696-21.2% | $158,922-25.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 26.35% | 348.15%-321.8pp | 276.60%-250.2pp | 302.83%-276.5pp |
| Employer contribution / active EE | $2,387 | $5,103-53.2% | $4,644-48.6% | $4,761-49.9% |
| Participant deferral / active EE | $6,283 | $7,181-12.5% | $6,842-8.2% | $5,982+5.0% |
| Admin fee / account holder | $339 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |