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 6-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 | $100,650 | $177,572-43.3% | $154,803-35.0% | $142,382-29.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 14.44% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $10,648 | $4,810+121.4% | $4,305+147.3% | $4,299+147.7% |
| Participant deferral / active EE | $10,293 | $6,272+64.1% | $5,540+85.8% | $6,507+58.2% |
| Admin fee / account holder | $698 | $16,786-95.8% | $14,329-95.1% | $12,624-94.5% |