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 8-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 | $192,212 | $180,449+6.5% | $154,107+24.7% | $135,375+42.0% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | 5.35% | 888.09%-882.7pp | 735.12%-729.8pp | 519.73%-514.4pp |
| Employer contribution / active EE | $2,309 | $6,035-61.7% | $5,298-56.4% | $4,779-51.7% |
| Participant deferral / active EE | $5,297 | $5,806-8.8% | $5,081+4.3% | $5,609-5.6% |
| Admin fee / account holder | $377 | $16,143-97.7% | $13,411-97.2% | $10,827-96.5% |