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 | $158,391 | $214,378-26.1% | $200,582-21.0% | $142,382+11.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 18.03% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $10,060 | $6,841+47.0% | $6,419+56.7% | $4,299+134.0% |
| Participant deferral / active EE | $16,614 | $9,865+68.4% | $9,331+78.0% | $6,507+155.3% |
| Admin fee / account holder | $625 | $17,692-96.5% | $16,305-96.2% | $12,624-95.1% |