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 9-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 | $115,091 | $154,228-25.4% | $145,433-20.9% | $137,256-16.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.51% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,562 | $4,804-5.0% | $4,554+0.2% | $4,156+9.8% |
| Participant deferral / active EE | $11,290 | $8,216+37.4% | $7,897+43.0% | $6,407+76.2% |
| Admin fee / account holder | $3,262 | $14,344-77.3% | $13,129-75.2% | $12,270-73.4% |