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 | $28,673 | $165,335-82.7% | $149,696-80.8% | $158,922-82.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 13.70% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,799 | $5,103-45.2% | $4,644-39.7% | $4,761-41.2% |
| Participant deferral / active EE | $7,293 | $7,181+1.6% | $6,842+6.6% | $5,982+21.9% |
| Admin fee / account holder | $430 | $10,807-96.0% | $9,309-95.4% | $11,246-96.2% |