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 | $94,041 | $92,798+1.3% | $96,707-2.8% | $137,256-31.5% |
| Participation rate | 93.8% | 81.6%+12.1pp | 80.4%+13.4pp | 80.0%+13.8pp |
| Annual return | 20.82% | 31.24%-10.4pp | 34.78%-14.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $12,306 | $4,147+196.7% | $4,191+193.6% | $4,156+196.1% |
| Participant deferral / active EE | $9,673 | $5,877+64.6% | $5,997+61.3% | $6,407+51.0% |
| Admin fee / account holder | $2,231 | $7,946-71.9% | $7,503-70.3% | $12,270-81.8% |