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 | $114,588 | $201,272-43.1% | $184,203-37.8% | $145,922-21.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.01% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $7,479 | $7,022+6.5% | $6,427+16.4% | $4,660+60.5% |
| Participant deferral / active EE | $15,850 | $9,806+61.6% | $9,131+73.6% | $6,688+137.0% |
| Admin fee / account holder | $449 | $16,364-97.3% | $13,901-96.8% | $13,397-96.6% |