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 | $110,370 | $173,345-36.3% | $136,007-18.8% | $145,922-24.4% |
| Participation rate | 88.9% | 80.5%+8.4pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 9.78% | 1163.32%-1153.5pp | 579.32%-569.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,380 | $5,278-17.0% | $4,217+3.9% | $4,660-6.0% |
| Participant deferral / active EE | $2,544 | $8,699-70.8% | $7,025-63.8% | $6,688-62.0% |
| Admin fee / account holder | $1,750 | $9,954-82.4% | $6,858-74.5% | $13,397-86.9% |