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 | $121,320 | $176,056-31.1% | $159,436-23.9% | $167,490-27.6% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 15.82% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $7,513 | $5,297+41.8% | $4,829+55.6% | $4,837+55.3% |
| Participant deferral / active EE | $11,611 | $7,750+49.8% | $7,352+57.9% | $6,341+83.1% |
| Admin fee / account holder | $7,959 | $12,554-36.6% | $10,799-26.3% | $12,309-35.3% |