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 | $217,911 | $201,272+8.3% | $184,203+18.3% | $145,922+49.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.81% | 29.00%+8.8pp | 28.81%+9.0pp | 561.29%-523.5pp |
| Employer contribution / active EE | $5,795 | $7,022-17.5% | $6,427-9.8% | $4,660+24.4% |
| Participant deferral / active EE | $14,027 | $9,806+43.0% | $9,131+53.6% | $6,688+109.7% |
| Admin fee / account holder | $975 | $16,364-94.0% | $13,901-93.0% | $13,397-92.7% |