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 | $144,019 | $227,553-36.7% | $189,557-24.0% | $167,490-14.0% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 15.06% | 78.40%-63.3pp | 64.17%-49.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,635 | $5,316-31.6% | $4,412-17.6% | $4,837-24.9% |
| Participant deferral / active EE | $4,242 | $7,002-39.4% | $6,174-31.3% | $6,341-33.1% |
| Admin fee / account holder | $850 | $11,878-92.8% | $9,807-91.3% | $12,309-93.1% |