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 | $120,908 | $152,587-20.8% | $125,175-3.4% | $152,861-20.9% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 22.76% | 54.84%-32.1pp | 43.79%-21.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $6,056 | $4,946+22.4% | $3,865+56.7% | $4,762+27.2% |
| Participant deferral / active EE | $12,828 | $5,868+118.6% | $4,937+159.9% | $5,850+119.3% |
| Admin fee / account holder | $29,320 | $13,434+118.3% | $9,702+202.2% | $11,596+152.8% |