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 | $111,647 | $176,056-36.6% | $159,436-30.0% | $167,490-33.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.51% | 331.75%-314.2pp | 263.57%-246.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $4,391 | $5,297-17.1% | $4,829-9.1% | $4,837-9.2% |
| Participant deferral / active EE | $8,474 | $7,750+9.3% | $7,352+15.3% | $6,341+33.6% |
| Admin fee / account holder | $2,252 | $12,554-82.1% | $10,799-79.1% | $12,309-81.7% |