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 | $99,467 | $165,335-39.8% | $149,696-33.6% | $158,922-37.4% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 8.65% | 348.15%-339.5pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,465 | $5,103-12.5% | $4,644-3.9% | $4,761-6.2% |
| Participant deferral / active EE | $5,626 | $7,181-21.7% | $6,842-17.8% | $5,982-6.0% |
| Admin fee / account holder | $601 | $10,807-94.4% | $9,309-93.5% | $11,246-94.7% |