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 9-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 | $96,623 | $178,174-45.8% | $156,181-38.1% | $137,256-29.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.14% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,864 | $4,972-22.3% | $4,294-10.0% | $4,156-7.0% |
| Participant deferral / active EE | $7,456 | $6,888+8.2% | $6,132+21.6% | $6,407+16.4% |
| Admin fee / account holder | $3,690 | $17,404-78.8% | $14,586-74.7% | $12,270-69.9% |