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 7-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 | $131,791 | $214,378-38.5% | $200,582-34.3% | $142,382-7.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 22.10% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $6,905 | $6,841+0.9% | $6,419+7.6% | $4,299+60.6% |
| Participant deferral / active EE | $20,021 | $9,865+103.0% | $9,331+114.6% | $6,507+207.7% |
| Admin fee / account holder | $566 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |