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 | $114,426 | $159,602-28.3% | $150,045-23.7% | $142,382-19.6% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 25.06% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $20,676 | $4,961+316.8% | $4,693+340.6% | $4,299+380.9% |
| Participant deferral / active EE | $31,410 | $8,310+278.0% | $7,997+292.8% | $6,507+382.7% |
| Admin fee / account holder | $15,585 | $14,846+5.0% | $13,435+16.0% | $12,624+23.5% |