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 | $115,110 | $165,335-30.4% | $149,696-23.1% | $158,922-27.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.62% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,466 | $5,103-71.3% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $9,193 | $7,181+28.0% | $6,842+34.4% | $5,982+53.7% |
| Admin fee / account holder | $1,117 | $10,807-89.7% | $9,309-88.0% | $11,246-90.1% |