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 | $113,954 | $154,117-26.1% | $129,995-12.3% | $139,434-18.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 18.61% | 32.48%-13.9pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,771 | $5,289+28.0% | $4,320+56.7% | $4,751+42.5% |
| Participant deferral / active EE | $11,756 | $6,710+75.2% | $5,820+102.0% | $6,710+75.2% |
| Admin fee / account holder | $5,668 | $14,007-59.5% | $10,614-46.6% | $11,403-50.3% |