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 | $124,142 | $175,202-29.1% | $149,673-17.1% | $139,434-11.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.77% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,227 | $5,474-4.5% | $4,818+8.5% | $4,751+10.0% |
| Participant deferral / active EE | $15,093 | $6,519+131.5% | $5,680+165.7% | $6,710+124.9% |
| Admin fee / account holder | $1,615 | $16,150-90.0% | $13,210-87.8% | $11,403-85.8% |