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 | $91,201 | $180,749-49.5% | $160,784-43.3% | $137,256-33.6% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 15.39% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,807 | $4,155-8.4% | $3,733+2.0% | $4,156-8.4% |
| Participant deferral / active EE | $7,620 | $6,844+11.3% | $6,293+21.1% | $6,407+18.9% |
| Admin fee / account holder | $2,829 | $10,397-72.8% | $9,717-70.9% | $12,270-76.9% |