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 8-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 | $105,624 | $214,378-50.7% | $200,582-47.3% | $142,382-25.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 31.78% | 46.41%-14.6pp | 42.33%-10.6pp | 217.08%-185.3pp |
| Employer contribution / active EE | $5,546 | $6,841-18.9% | $6,419-13.6% | $4,299+29.0% |
| Participant deferral / active EE | $7,998 | $9,865-18.9% | $9,331-14.3% | $6,507+22.9% |
| Admin fee / account holder | $448 | $17,692-97.5% | $16,305-97.3% | $12,624-96.5% |