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 | $209,336-1.2% | $197,124+4.9% | $137,256+50.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 16.24% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,538 | $6,591+14.4% | $6,227+21.0% | $4,156+81.4% |
| Participant deferral / active EE | $17,782 | $9,614+85.0% | $9,135+94.7% | $6,407+177.5% |
| Admin fee / account holder | $15,869 | $17,308-8.3% | $16,298-2.6% | $12,270+29.3% |