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 | $109,779 | $104,974+4.6% | $95,585+14.8% | $142,382-22.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 44.37% | 210.33%-166.0pp | 38.56%+5.8pp | 217.08%-172.7pp |
| Employer contribution / active EE | $2,946 | $2,779+6.0% | $2,527+16.6% | $4,299-31.5% |
| Participant deferral / active EE | $7,330 | $4,352+68.4% | $4,023+82.2% | $6,507+12.6% |
| Admin fee / account holder | $5,761 | $6,386-9.8% | $6,127-6.0% | $12,624-54.4% |