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 6-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 | $95,788 | $127,065-24.6% | $113,168-15.4% | $142,382-32.7% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 20.14% | 24.03%-3.9pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,845 | $3,442+127.9% | $2,975+163.7% | $4,299+82.5% |
| Participant deferral / active EE | $8,152 | $5,716+42.6% | $5,107+59.6% | $6,507+25.3% |
| Admin fee / account holder | $481 | $15,736-96.9% | $12,068-96.0% | $12,624-96.2% |