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 | $112,811 | $202,432-44.3% | $169,368-33.4% | $139,434-19.1% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 20.14% | 531.74%-511.6pp | 405.60%-385.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $11,273 | $4,692+140.2% | $4,013+180.9% | $4,751+137.3% |
| Participant deferral / active EE | $15,421 | $6,938+122.3% | $6,221+147.9% | $6,710+129.8% |
| Admin fee / account holder | $12,725 | $10,708+18.8% | $9,003+41.3% | $11,403+11.6% |