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 | $58,637 | $165,335-64.5% | $149,696-60.8% | $158,922-63.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 15.59% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,344 | $5,103-54.1% | $4,644-49.5% | $4,761-50.8% |
| Participant deferral / active EE | $6,394 | $7,181-11.0% | $6,842-6.5% | $5,982+6.9% |
| Admin fee / account holder | $7,918 | $10,807-26.7% | $9,309-14.9% | $11,246-29.6% |