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 | $76,994 | $148,534-48.2% | $135,903-43.3% | $139,434-44.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.18% | 79.19%-54.0pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,372 | $5,243-54.8% | $4,856-51.2% | $4,751-50.1% |
| Participant deferral / active EE | $9,260 | $8,100+14.3% | $7,758+19.4% | $6,710+38.0% |
| Admin fee / account holder | $3,336 | $12,400-73.1% | $10,762-69.0% | $11,403-70.7% |