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 | $76,846 | $209,411-63.3% | $178,490-56.9% | $158,922-51.6% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.92% | 188.75%-172.8pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,921 | $5,706-31.3% | $5,011-21.7% | $4,761-17.6% |
| Participant deferral / active EE | $8,598 | $5,954+44.4% | $5,202+65.3% | $5,982+43.7% |
| Admin fee / account holder | $5,858 | $17,074-65.7% | $13,984-58.1% | $11,246-47.9% |