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 | $97,928 | $165,335-40.8% | $149,696-34.6% | $158,922-38.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.13% | 348.15%-339.0pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,367 | $5,103-73.2% | $4,644-70.6% | $4,761-71.3% |
| Participant deferral / active EE | $6,804 | $7,181-5.3% | $6,842-0.5% | $5,982+13.7% |
| Admin fee / account holder | $779 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |