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 | $106,970 | $114,381-6.5% | $107,525-0.5% | $142,382-24.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 20.07% | 242.71%-222.6pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,261 | $4,015+55.9% | $3,754+66.8% | $4,299+45.6% |
| Participant deferral / active EE | $14,130 | $5,564+153.9% | $5,116+176.2% | $6,507+117.1% |
| Admin fee / account holder | $10,079 | $9,860+2.2% | $8,919+13.0% | $12,624-20.2% |