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 7-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 | $89,056 | $165,335-46.1% | $149,696-40.5% | $158,922-44.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 23.36% | 348.15%-324.8pp | 276.60%-253.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $7,267 | $5,103+42.4% | $4,644+56.5% | $4,761+52.6% |
| Participant deferral / active EE | $10,397 | $7,181+44.8% | $6,842+52.0% | $5,982+73.8% |
| Admin fee / account holder | $371 | $10,807-96.6% | $9,309-96.0% | $11,246-96.7% |