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 | $117,616 | $135,952-13.5% | $123,892-5.1% | $273,961-57.1% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 11.23% | 56.63%-45.4pp | 47.52%-36.3pp | 41.45%-30.2pp |
| Employer contribution / active EE | $6,463 | $5,170+25.0% | $4,617+40.0% | $4,869+32.8% |
| Participant deferral / active EE | $8,885 | $6,343+40.1% | $5,984+48.5% | $5,287+68.0% |
| Admin fee / account holder | $867 | $9,817-91.2% | $8,357-89.6% | $10,132-91.4% |