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 | $196,288 | $214,378-8.4% | $200,582-2.1% | $142,382+37.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 18.41% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,000 | $6,841-70.8% | $6,419-68.8% | $4,299-53.5% |
| Participant deferral / active EE | $16,786 | $9,865+70.2% | $9,331+79.9% | $6,507+158.0% |
| Admin fee / account holder | $757 | $17,692-95.7% | $16,305-95.4% | $12,624-94.0% |