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 | $96,129 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 18.41% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,309 | $4,804+52.1% | $4,554+60.5% | $4,156+75.9% |
| Participant deferral / active EE | $4,882 | $8,216-40.6% | $7,897-38.2% | $6,407-23.8% |
| Admin fee / account holder | $1,554 | $14,344-89.2% | $13,129-88.2% | $12,270-87.3% |