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 | $106,449 | $152,460-30.2% | $118,746-10.4% | $147,584-27.9% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.3%+14.6pp | 82.8%+10.0pp |
| Annual return | 19.24% | 17.41%+1.8pp | 24.54%-5.3pp | 578.55%-559.3pp |
| Employer contribution / active EE | $5,404 | $5,046+7.1% | $4,193+28.9% | $4,876+10.8% |
| Participant deferral / active EE | $3,263 | $6,212-47.5% | $5,332-38.8% | $5,439-40.0% |
| Admin fee / account holder | $1,084 | $16,953-93.6% | $10,720-89.9% | $10,885-90.0% |