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 | $90,829 | $107,334-15.4% | $92,893-2.2% | $152,861-40.6% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 20.55% | 145.58%-125.0pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $4,565 | $4,221+8.2% | $3,653+25.0% | $4,762-4.1% |
| Participant deferral / active EE | $5,441 | $4,845+12.3% | $4,236+28.4% | $5,850-7.0% |
| Admin fee / account holder | $2,416 | $7,079-65.9% | $5,794-58.3% | $11,596-79.2% |