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 | $138,514 | $159,602-13.2% | $150,045-7.7% | $142,382-2.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 50.63% | 70.24%-19.6pp | 62.55%-11.9pp | 217.08%-166.4pp |
| Employer contribution / active EE | $4,931 | $4,961-0.6% | $4,693+5.1% | $4,299+14.7% |
| Participant deferral / active EE | $7,378 | $8,310-11.2% | $7,997-7.7% | $6,507+13.4% |
| Admin fee / account holder | $23,381 | $14,846+57.5% | $13,435+74.0% | $12,624+85.2% |