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 | $82,406 | $154,117-46.5% | $129,995-36.6% | $139,434-40.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 17.41% | 32.48%-15.1pp | -137.18%+154.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,456 | $5,289-15.7% | $4,320+3.2% | $4,751-6.2% |
| Participant deferral / active EE | $5,825 | $6,710-13.2% | $5,820+0.1% | $6,710-13.2% |
| Admin fee / account holder | $1,578 | $14,007-88.7% | $10,614-85.1% | $11,403-86.2% |