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 | $118,608 | $165,335-28.3% | $149,696-20.8% | $158,922-25.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 10.44% | 348.15%-337.7pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,131 | $5,103-77.8% | $4,644-75.7% | $4,761-76.2% |
| Participant deferral / active EE | $7,815 | $7,181+8.8% | $6,842+14.2% | $5,982+30.6% |
| Admin fee / account holder | $8,513 | $10,807-21.2% | $9,309-8.5% | $11,246-24.3% |