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 | $107,818 | $114,381-5.7% | $107,525+0.3% | $142,382-24.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 18.75% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,635 | $4,015-9.5% | $3,754-3.2% | $4,299-15.5% |
| Participant deferral / active EE | $5,413 | $5,564-2.7% | $5,116+5.8% | $6,507-16.8% |
| Admin fee / account holder | $1,166 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |