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 | $100,769 | $165,335-39.1% | $149,696-32.7% | $158,922-36.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.76% | 348.15%-332.4pp | 276.60%-260.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $4,263 | $5,103-16.5% | $4,644-8.2% | $4,761-10.5% |
| Participant deferral / active EE | $6,928 | $7,181-3.5% | $6,842+1.3% | $5,982+15.8% |
| Admin fee / account holder | $639 | $10,807-94.1% | $9,309-93.1% | $11,246-94.3% |