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 | $206,820 | $214,378-3.5% | $200,582+3.1% | $142,382+45.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.24% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,538 | $6,841+10.2% | $6,419+17.4% | $4,299+75.3% |
| Participant deferral / active EE | $17,782 | $9,865+80.3% | $9,331+90.6% | $6,507+173.3% |
| Admin fee / account holder | $15,869 | $17,692-10.3% | $16,305-2.7% | $12,624+25.7% |