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 | $103,163 | $124,281-17.0% | $109,143-5.5% | $167,490-38.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.60% | 26.04%-11.4pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,464 | $4,207+6.1% | $3,722+19.9% | $4,837-7.7% |
| Participant deferral / active EE | $10,220 | $5,255+94.5% | $4,653+119.6% | $6,341+61.2% |
| Admin fee / account holder | $1,316 | $7,970-83.5% | $6,752-80.5% | $12,309-89.3% |