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 9-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 | $67,762 | $154,228-56.1% | $145,433-53.4% | $137,256-50.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.34% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,875 | $4,804-19.3% | $4,554-14.9% | $4,156-6.8% |
| Participant deferral / active EE | $14,864 | $8,216+80.9% | $7,897+88.2% | $6,407+132.0% |
| Admin fee / account holder | $12,751 | $14,344-11.1% | $13,129-2.9% | $12,270+3.9% |