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 | $110,250 | $135,952-18.9% | $123,892-11.0% | $273,961-59.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 8.08% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,056 | $5,170-21.5% | $4,617-12.1% | $4,869-16.7% |
| Participant deferral / active EE | $6,987 | $6,343+10.2% | $5,984+16.7% | $5,287+32.1% |
| Admin fee / account holder | $557 | $9,817-94.3% | $8,357-93.3% | $10,132-94.5% |