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 5-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 | $114,876 | $72,071+59.4% | $68,368+68.0% | $137,256-16.3% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 16.11% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,915 | $2,788-31.3% | $2,649-27.7% | $4,156-53.9% |
| Participant deferral / active EE | $3,308 | $4,410-25.0% | $4,123-19.8% | $6,407-48.4% |
| Admin fee / account holder | $1,543 | $5,336-71.1% | $5,150-70.0% | $12,270-87.4% |