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 | $87,725 | $148,534-40.9% | $135,903-35.5% | $139,434-37.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 17.17% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,660 | $5,243+8.0% | $4,856+16.6% | $4,751+19.1% |
| Participant deferral / active EE | $12,529 | $8,100+54.7% | $7,758+61.5% | $6,710+86.7% |
| Admin fee / account holder | $613 | $12,400-95.1% | $10,762-94.3% | $11,403-94.6% |