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 | $80,274 | $214,378-62.6% | $200,582-60.0% | $142,382-43.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.68% | 46.41%-25.7pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $6,342 | $6,841-7.3% | $6,419-1.2% | $4,299+47.5% |
| Participant deferral / active EE | $14,937 | $9,865+51.4% | $9,331+60.1% | $6,507+129.5% |
| Admin fee / account holder | $1,151 | $17,692-93.5% | $16,305-92.9% | $12,624-90.9% |