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 | $129,110 | $167,484-22.9% | $151,611-14.8% | $134,475-4.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 39.28% | 7.80%+31.5pp | 3.33%+36.0pp | 417.96%-378.7pp |
| Employer contribution / active EE | $16,962 | $6,829+148.4% | $6,166+175.1% | $4,740+257.9% |
| Participant deferral / active EE | $5,941 | $8,986-33.9% | $8,363-29.0% | $6,400-7.2% |
| Admin fee / account holder | $6,206 | $13,783-55.0% | $11,616-46.6% | $11,426-45.7% |