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 | $111,337 | $111,535-0.2% | $105,223+5.8% | $137,256-18.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 14.73% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,813 | $3,939-28.6% | $3,689-23.7% | $4,156-32.3% |
| Participant deferral / active EE | $7,270 | $5,500+32.2% | $5,072+43.3% | $6,407+13.5% |
| Admin fee / account holder | $30,570 | $9,721+214.5% | $8,859+245.1% | $12,270+149.1% |