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 | $117,725 | $162,781-27.7% | $133,956-12.1% | $158,922-25.9% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 15.41% | 41.94%-26.5pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,892 | $4,975-41.9% | $3,919-26.2% | $4,761-39.3% |
| Participant deferral / active EE | $7,881 | $5,911+33.3% | $5,048+56.1% | $5,982+31.7% |
| Admin fee / account holder | $10,739 | $11,736-8.5% | $8,927+20.3% | $11,246-4.5% |