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 | $81,838 | $165,335-50.5% | $149,696-45.3% | $158,922-48.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 23.99% | 348.15%-324.2pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $13,365 | $5,103+161.9% | $4,644+187.8% | $4,761+180.7% |
| Participant deferral / active EE | $12,810 | $7,181+78.4% | $6,842+87.2% | $5,982+114.1% |
| Admin fee / account holder | $14,046 | $10,807+30.0% | $9,309+50.9% | $11,246+24.9% |