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 | $143,806 | $198,466-27.5% | $170,442-15.6% | $147,584-2.6% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 15.30% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $6,282 | $6,184+1.6% | $5,433+15.6% | $4,876+28.8% |
| Participant deferral / active EE | $6,203 | $5,629+10.2% | $4,939+25.6% | $5,439+14.1% |
| Admin fee / account holder | $1,675 | $16,852-90.1% | $13,880-87.9% | $10,885-84.6% |