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 | $38,931 | $165,335-76.5% | $149,696-74.0% | $158,922-75.5% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 19.46% | 348.15%-328.7pp | 276.60%-257.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,076 | $5,103-20.1% | $4,644-12.2% | $4,761-14.4% |
| Participant deferral / active EE | $7,405 | $7,181+3.1% | $6,842+8.2% | $5,982+23.8% |
| Admin fee / account holder | $1,111 | $10,807-89.7% | $9,309-88.1% | $11,246-90.1% |