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 | $104,892 | $165,335-36.6% | $149,696-29.9% | $158,922-34.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.69% | 348.15%-330.5pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $10,536 | $5,103+106.5% | $4,644+126.9% | $4,761+121.3% |
| Participant deferral / active EE | $22,315 | $7,181+210.7% | $6,842+226.2% | $5,982+273.0% |
| Admin fee / account holder | $12,346 | $10,807+14.2% | $9,309+32.6% | $11,246+9.8% |