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 | $83,552 | $114,381-27.0% | $107,525-22.3% | $142,382-41.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.66% | 242.71%-222.0pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $5,296 | $4,015+31.9% | $3,754+41.1% | $4,299+23.2% |
| Participant deferral / active EE | $10,368 | $5,564+86.3% | $5,116+102.7% | $6,507+59.3% |
| Admin fee / account holder | $17,473 | $9,860+77.2% | $8,919+95.9% | $12,624+38.4% |