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 | $108,882 | $155,788-30.1% | $124,672-12.7% | $167,490-35.0% |
| Participation rate | 84.6% | 81.1%+3.5pp | 74.6%+10.0pp | 82.1%+2.5pp |
| Annual return | 21.49% | 17.97%+3.5pp | 5142.93%-5121.4pp | 478.56%-457.1pp |
| Employer contribution / active EE | $4,591 | $4,163+10.3% | $3,324+38.1% | $4,837-5.1% |
| Participant deferral / active EE | $4,546 | $5,673-19.9% | $4,614-1.5% | $6,341-28.3% |
| Admin fee / account holder | $5,117 | $9,531-46.3% | $7,493-31.7% | $12,309-58.4% |