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 | $125,780 | $148,534-15.3% | $135,903-7.4% | $139,434-9.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.89% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6,375 | $5,243+21.6% | $4,856+31.3% | $4,751+34.2% |
| Participant deferral / active EE | $12,005 | $8,100+48.2% | $7,758+54.7% | $6,710+78.9% |
| Admin fee / account holder | $27,710 | $12,400+123.5% | $10,762+157.5% | $11,403+143.0% |