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 | $106,290 | $100,970+5.3% | $96,576+10.1% | $137,256-22.6% |
| Participation rate | 82.4% | 82.6%-0.3pp | 81.4%+0.9pp | 80.0%+2.4pp |
| Annual return | 19.34% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,327 | $3,809+66.1% | $3,553+78.1% | $4,156+52.2% |
| Participant deferral / active EE | $10,511 | $8,286+26.8% | $7,956+32.1% | $6,407+64.1% |
| Admin fee / account holder | $2,448 | $11,312-78.4% | $11,381-78.5% | $12,270-80.0% |