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 7-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 | $52,069 | $165,335-68.5% | $149,696-65.2% | $158,922-67.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 10.66% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,961 | $5,103-22.4% | $4,644-14.7% | $4,761-16.8% |
| Participant deferral / active EE | $12,058 | $7,181+67.9% | $6,842+76.2% | $5,982+101.6% |
| Admin fee / account holder | $9,492 | $10,807-12.2% | $9,309+2.0% | $11,246-15.6% |