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 8-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 | $118,583 | $165,335-28.3% | $149,696-20.8% | $158,922-25.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 20.66% | 348.15%-327.5pp | 276.60%-255.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $6,825 | $5,103+33.7% | $4,644+46.9% | $4,761+43.3% |
| Participant deferral / active EE | $16,428 | $7,181+128.8% | $6,842+140.1% | $5,982+174.6% |
| Admin fee / account holder | $417 | $10,807-96.1% | $9,309-95.5% | $11,246-96.3% |