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 | $75,567 | $165,335-54.3% | $149,696-49.5% | $158,922-52.5% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 27.47% | 348.15%-320.7pp | 276.60%-249.1pp | 302.83%-275.4pp |
| Employer contribution / active EE | $7,600 | $5,103+48.9% | $4,644+63.6% | $4,761+59.6% |
| Participant deferral / active EE | $7,084 | $7,181-1.4% | $6,842+3.5% | $5,982+18.4% |
| Admin fee / account holder | $412 | $10,807-96.2% | $9,309-95.6% | $11,246-96.3% |