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 | $106,760 | $165,335-35.4% | $149,696-28.7% | $158,922-32.8% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 12.40% | 348.15%-335.7pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,283 | $5,103-55.3% | $4,644-50.8% | $4,761-52.0% |
| Participant deferral / active EE | $7,138 | $7,181-0.6% | $6,842+4.3% | $5,982+19.3% |
| Admin fee / account holder | $8,196 | $10,807-24.2% | $9,309-12.0% | $11,246-27.1% |