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 | $143,986 | $214,378-32.8% | $200,582-28.2% | $142,382+1.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 23.54% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $12,293 | $6,841+79.7% | $6,419+91.5% | $4,299+185.9% |
| Participant deferral / active EE | $11,941 | $9,865+21.0% | $9,331+28.0% | $6,507+83.5% |
| Admin fee / account holder | $354 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |