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 | $126,124 | $172,111-26.7% | $150,298-16.1% | $137,256-8.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 21.00% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $11,675 | $4,636+151.8% | $4,154+181.1% | $4,156+180.9% |
| Participant deferral / active EE | $6,877 | $6,166+11.5% | $5,453+26.1% | $6,407+7.3% |
| Admin fee / account holder | $598 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |