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 | $161,543 | $105,126+53.7% | $94,646+70.7% | $139,434+15.9% |
| Participation rate | 77.3% | 82.4%-5.1pp | 80.8%-3.6pp | 80.3%-3.0pp |
| Annual return | 40.03% | 38.03%+2.0pp | 156.71%-116.7pp | 372.94%-332.9pp |
| Employer contribution / active EE | $19,444 | $4,106+373.6% | $3,672+429.5% | $4,751+309.3% |
| Participant deferral / active EE | $8,623 | $7,599+13.5% | $7,418+16.2% | $6,710+28.5% |
| Admin fee / account holder | $2,935 | $8,984-67.3% | $7,231-59.4% | $11,403-74.3% |