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 7-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 | $176,463 | $214,378-17.7% | $200,582-12.0% | $142,382+23.9% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 50.72% | 46.41%+4.3pp | 42.33%+8.4pp | 217.08%-166.4pp |
| Employer contribution / active EE | $8,780 | $6,841+28.3% | $6,419+36.8% | $4,299+104.2% |
| Participant deferral / active EE | $9,445 | $9,865-4.3% | $9,331+1.2% | $6,507+45.2% |
| Admin fee / account holder | $10,333 | $17,692-41.6% | $16,305-36.6% | $12,624-18.1% |