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 6-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 | $111,153 | $100,773+10.3% | $88,946+25.0% | $142,382-21.9% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 17.61% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,963 | $2,918+35.8% | $2,555+55.1% | $4,299-7.8% |
| Participant deferral / active EE | $6,799 | $5,230+30.0% | $4,581+48.4% | $6,507+4.5% |
| Admin fee / account holder | $457 | $9,693-95.3% | $8,261-94.5% | $12,624-96.4% |