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 | $148,227 | $227,553-34.9% | $189,557-21.8% | $167,490-11.5% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.4%+17.0pp | 82.1%+13.3pp |
| Annual return | 15.51% | 78.40%-62.9pp | 64.17%-48.7pp | 478.56%-463.0pp |
| Employer contribution / active EE | $7,043 | $5,316+32.5% | $4,412+59.6% | $4,837+45.6% |
| Participant deferral / active EE | $6,964 | $7,002-0.5% | $6,174+12.8% | $6,341+9.8% |
| Admin fee / account holder | $855 | $11,878-92.8% | $9,807-91.3% | $12,309-93.1% |