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 | $238,415 | $72,071+230.8% | $68,368+248.7% | $137,256+73.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 15.31% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,620 | $2,788-6.0% | $2,649-1.1% | $4,156-37.0% |
| Participant deferral / active EE | $4,914 | $4,410+11.4% | $4,123+19.2% | $6,407-23.3% |
| Admin fee / account holder | $2,466 | $5,336-53.8% | $5,150-52.1% | $12,270-79.9% |