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 | $162,877 | $175,202-7.0% | $149,673+8.8% | $139,434+16.8% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 16.88% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $4,077 | $5,474-25.5% | $4,818-15.4% | $4,751-14.2% |
| Participant deferral / active EE | $8,541 | $6,519+31.0% | $5,680+50.4% | $6,710+27.3% |
| Admin fee / account holder | $5,232 | $16,150-67.6% | $13,210-60.4% | $11,403-54.1% |