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 | $127,992 | $165,335-22.6% | $149,696-14.5% | $158,922-19.5% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 11.76% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,456 | $5,103-51.9% | $4,644-47.1% | $4,761-48.4% |
| Participant deferral / active EE | $7,319 | $7,181+1.9% | $6,842+7.0% | $5,982+22.3% |
| Admin fee / account holder | $1,103 | $10,807-89.8% | $9,309-88.2% | $11,246-90.2% |