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 | $129,852 | $183,519-29.2% | $155,509-16.5% | $145,922-11.0% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 17.93% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,928 | $5,313-26.1% | $4,672-15.9% | $4,660-15.7% |
| Participant deferral / active EE | $7,608 | $6,462+17.7% | $5,626+35.2% | $6,688+13.8% |
| Admin fee / account holder | $594 | $19,313-96.9% | $15,912-96.3% | $13,397-95.6% |