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 | $126,467 | $176,812-28.5% | $146,665-13.8% | $167,490-24.5% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 29.56% | 24.03%+5.5pp | 22.74%+6.8pp | 478.56%-449.0pp |
| Employer contribution / active EE | $6,098 | $5,160+18.2% | $4,136+47.4% | $4,837+26.1% |
| Participant deferral / active EE | $4,136 | $6,440-35.8% | $5,506-24.9% | $6,341-34.8% |
| Admin fee / account holder | $3,675 | $13,259-72.3% | $10,280-64.2% | $12,309-70.1% |