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 | $100,509 | $165,335-39.2% | $149,696-32.9% | $158,922-36.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 15.34% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $6,469 | $5,103+26.8% | $4,644+39.3% | $4,761+35.9% |
| Participant deferral / active EE | $7,426 | $7,181+3.4% | $6,842+8.5% | $5,982+24.1% |
| Admin fee / account holder | $1,439 | $10,807-86.7% | $9,309-84.5% | $11,246-87.2% |