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 | $95,931 | $148,534-35.4% | $135,903-29.4% | $139,434-31.2% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 28.01% | 79.19%-51.2pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $5,143 | $5,243-1.9% | $4,856+5.9% | $4,751+8.2% |
| Participant deferral / active EE | $7,985 | $8,100-1.4% | $7,758+2.9% | $6,710+19.0% |
| Admin fee / account holder | $888 | $12,400-92.8% | $10,762-91.7% | $11,403-92.2% |