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 | $176,092 | $176,0560% | $159,436+10.4% | $167,490+5.1% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 35.41% | 331.75%-296.3pp | 263.57%-228.2pp | 478.56%-443.1pp |
| Employer contribution / active EE | $6,713 | $5,297+26.7% | $4,829+39.0% | $4,837+38.8% |
| Participant deferral / active EE | $12,735 | $7,750+64.3% | $7,352+73.2% | $6,341+100.8% |
| Admin fee / account holder | $393 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |