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 | $159,893 | $162,781-1.8% | $133,956+19.4% | $158,922+0.6% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 16.04% | 41.94%-25.9pp | 45.09%-29.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,345 | $4,975+27.5% | $3,919+61.9% | $4,761+33.3% |
| Participant deferral / active EE | $14,540 | $5,911+146.0% | $5,048+188.1% | $5,982+143.1% |
| Admin fee / account holder | $5,660 | $11,736-51.8% | $8,927-36.6% | $11,246-49.7% |