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 | $97,135 | $118,450-18.0% | $98,439-1.3% | $139,434-30.3% |
| Participation rate | 84.2% | 77.4%+6.8pp | 75.2%+9.1pp | 80.3%+3.9pp |
| Annual return | 15.15% | 18.94%-3.8pp | 21.16%-6.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,646 | $3,609+56.4% | $3,048+85.2% | $4,751+18.8% |
| Participant deferral / active EE | $5,930 | $5,392+10.0% | $4,738+25.2% | $6,710-11.6% |
| Admin fee / account holder | $1,594 | $14,026-88.6% | $8,948-82.2% | $11,403-86.0% |