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 | $55,826 | $198,466-71.9% | $170,442-67.2% | $147,584-62.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 12.52% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,907 | $6,184-53.0% | $5,433-46.5% | $4,876-40.4% |
| Participant deferral / active EE | $3,913 | $5,629-30.5% | $4,939-20.8% | $5,439-28.1% |
| Admin fee / account holder | $1,020 | $16,852-93.9% | $13,880-92.6% | $10,885-90.6% |