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 6-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 | $38,770 | $176,056-78.0% | $159,436-75.7% | $167,490-76.9% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 27.86% | 331.75%-303.9pp | 263.57%-235.7pp | 478.56%-450.7pp |
| Employer contribution / active EE | $2,747 | $5,297-48.1% | $4,829-43.1% | $4,837-43.2% |
| Participant deferral / active EE | $7,018 | $7,750-9.4% | $7,352-4.5% | $6,341+10.7% |
| Admin fee / account holder | $1,133 | $12,554-91.0% | $10,799-89.5% | $12,309-90.8% |