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 | $141,284 | $148,534-4.9% | $135,903+4.0% | $139,434+1.3% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 36.76% | 79.19%-42.4pp | 68.23%-31.5pp | 372.94%-336.2pp |
| Employer contribution / active EE | $2,676 | $5,243-49.0% | $4,856-44.9% | $4,751-43.7% |
| Participant deferral / active EE | $5,069 | $8,100-37.4% | $7,758-34.7% | $6,710-24.5% |
| Admin fee / account holder | $6,100 | $12,400-50.8% | $10,762-43.3% | $11,403-46.5% |