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 9-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 | $104,978 | $214,378-51.0% | $200,582-47.7% | $142,382-26.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 25.61% | 46.41%-20.8pp | 42.33%-16.7pp | 217.08%-191.5pp |
| Employer contribution / active EE | $5,649 | $6,841-17.4% | $6,419-12.0% | $4,299+31.4% |
| Participant deferral / active EE | $13,708 | $9,865+39.0% | $9,331+46.9% | $6,507+110.7% |
| Admin fee / account holder | $4,175 | $17,692-76.4% | $16,305-74.4% | $12,624-66.9% |