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 | $120,289 | $178,174-32.5% | $156,181-23.0% | $137,256-12.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 14.56% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,173 | $4,972-16.1% | $4,294-2.8% | $4,156+0.4% |
| Participant deferral / active EE | $6,002 | $6,888-12.9% | $6,132-2.1% | $6,407-6.3% |
| Admin fee / account holder | $3,050 | $17,404-82.5% | $14,586-79.1% | $12,270-75.1% |