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 | $89,545 | $114,381-21.7% | $107,525-16.7% | $142,382-37.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 16.97% | 242.71%-225.7pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,121 | $4,015+2.6% | $3,754+9.8% | $4,299-4.1% |
| Participant deferral / active EE | $9,013 | $5,564+62.0% | $5,116+76.2% | $6,507+38.5% |
| Admin fee / account holder | $1,844 | $9,860-81.3% | $8,919-79.3% | $12,624-85.4% |