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 4-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 | $86,766 | $209,336-58.6% | $197,124-56.0% | $137,256-36.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 24.77% | 48.09%-23.3pp | 44.34%-19.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $7,123 | $6,591+8.1% | $6,227+14.4% | $4,156+71.4% |
| Participant deferral / active EE | $13,643 | $9,614+41.9% | $9,135+49.4% | $6,407+112.9% |
| Admin fee / account holder | $323 | $17,308-98.1% | $16,298-98.0% | $12,270-97.4% |