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 | $126,053 | $154,117-18.2% | $129,995-3.0% | $139,434-9.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 18.45% | 32.48%-14.0pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,804 | $5,289+9.7% | $4,320+34.4% | $4,751+22.2% |
| Participant deferral / active EE | $14,075 | $6,710+109.8% | $5,820+141.8% | $6,710+109.7% |
| Admin fee / account holder | $2,342 | $14,007-83.3% | $10,614-77.9% | $11,403-79.5% |