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 | $146,223 | $165,335-11.6% | $149,696-2.3% | $158,922-8.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 12.35% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,780 | $5,103-6.3% | $4,644+2.9% | $4,761+0.4% |
| Participant deferral / active EE | $7,971 | $7,181+11.0% | $6,842+16.5% | $5,982+33.2% |
| Admin fee / account holder | $1,681 | $10,807-84.4% | $9,309-81.9% | $11,246-85.1% |