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 | $135,519 | $177,572-23.7% | $154,803-12.5% | $142,382-4.8% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,902 | $4,810-18.9% | $4,305-9.4% | $4,299-9.2% |
| Participant deferral / active EE | $11,163 | $6,272+78.0% | $5,540+101.5% | $6,507+71.5% |
| Admin fee / account holder | $6,531 | $16,786-61.1% | $14,329-54.4% | $12,624-48.3% |