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 | $80,546 | $106,584-24.4% | $101,326-20.5% | $142,382-43.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 21.25% | 36.93%-15.7pp | 36.82%-15.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,609 | $3,956+67.1% | $3,665+80.3% | $4,299+53.7% |
| Participant deferral / active EE | $17,090 | $8,297+106.0% | $7,994+113.8% | $6,507+162.6% |
| Admin fee / account holder | $893 | $11,446-92.2% | $11,185-92.0% | $12,624-92.9% |