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 | $122,538 | $172,111-28.8% | $150,298-18.5% | $137,256-10.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.78% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,756 | $4,636-40.6% | $4,154-33.7% | $4,156-33.7% |
| Participant deferral / active EE | $6,771 | $6,166+9.8% | $5,453+24.2% | $6,407+5.7% |
| Admin fee / account holder | $601 | $16,471-96.3% | $14,116-95.7% | $12,270-95.1% |