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 | $214,378-59.5% | $200,582-56.7% | $142,382-39.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 24.77% | 46.41%-21.6pp | 42.33%-17.6pp | 217.08%-192.3pp |
| Employer contribution / active EE | $7,123 | $6,841+4.1% | $6,419+11.0% | $4,299+65.7% |
| Participant deferral / active EE | $13,643 | $9,865+38.3% | $9,331+46.2% | $6,507+109.7% |
| Admin fee / account holder | $323 | $17,692-98.2% | $16,305-98.0% | $12,624-97.4% |