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 6-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 | $179,469 | $179,726-0.1% | $156,263+14.9% | $142,382+26.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 37.42% | 77.86%-40.4pp | 59.47%-22.0pp | 217.08%-179.7pp |
| Employer contribution / active EE | $3,411 | $5,069-32.7% | $4,333-21.3% | $4,299-20.7% |
| Participant deferral / active EE | $3,685 | $6,956-47.0% | $6,158-40.2% | $6,507-43.4% |
| Admin fee / account holder | $554 | $17,272-96.8% | $14,255-96.1% | $12,624-95.6% |