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 | $115,905 | $152,587-24.0% | $125,175-7.4% | $152,861-24.2% |
| Participation rate | 78.3% | 83.3%-5.1pp | 79.8%-1.5pp | 82.4%-4.2pp |
| Annual return | 21.82% | 54.84%-33.0pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,929 | $4,946+19.9% | $3,865+53.4% | $4,762+24.5% |
| Participant deferral / active EE | $9,501 | $5,868+61.9% | $4,937+92.4% | $5,850+62.4% |
| Admin fee / account holder | $3,936 | $13,434-70.7% | $9,702-59.4% | $11,596-66.1% |