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 | $28,120 | $165,335-83.0% | $149,696-81.2% | $158,922-82.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 31.58% | 348.15%-316.6pp | 276.60%-245.0pp | 302.83%-271.2pp |
| Employer contribution / active EE | $3,784 | $5,103-25.8% | $4,644-18.5% | $4,761-20.5% |
| Participant deferral / active EE | $9,789 | $7,181+36.3% | $6,842+43.1% | $5,982+63.6% |
| Admin fee / account holder | $3,406 | $10,807-68.5% | $9,309-63.4% | $11,246-69.7% |