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 | $70,499 | $165,335-57.4% | $149,696-52.9% | $158,922-55.6% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 26.97% | 348.15%-321.2pp | 276.60%-249.6pp | 302.83%-275.9pp |
| Employer contribution / active EE | $3,343 | $5,103-34.5% | $4,644-28.0% | $4,761-29.8% |
| Participant deferral / active EE | $7,457 | $7,181+3.8% | $6,842+9.0% | $5,982+24.7% |
| Admin fee / account holder | $1,359 | $10,807-87.4% | $9,309-85.4% | $11,246-87.9% |