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 | $165,286 | $209,336-21.0% | $197,124-16.2% | $137,256+20.4% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 36.06% | 48.09%-12.0pp | 44.34%-8.3pp | 220.34%-184.3pp |
| Employer contribution / active EE | $13,431 | $6,591+103.8% | $6,227+115.7% | $4,156+223.2% |
| Participant deferral / active EE | $10,364 | $9,614+7.8% | $9,135+13.5% | $6,407+61.8% |
| Admin fee / account holder | $31,245 | $17,308+80.5% | $16,298+91.7% | $12,270+154.6% |