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 6-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 | $86,155 | $80,717+6.7% | $154,803-44.3% | $84,808+1.6% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.7pp | 68.3%+10.5pp |
| Annual return | 93.77% | 37.96%+55.8pp | 58.88%+34.9pp | 40.90%+52.9pp |
| Employer contribution / active EE | $2,774 | $2,761+0.4% | $4,305-35.6% | $2,631+5.4% |
| Participant deferral / active EE | $6,402 | $3,303+93.8% | $5,540+15.6% | $4,212+52.0% |
| Admin fee / account holder | $3,610 | $6,746-46.5% | $14,329-74.8% | $7,344-50.8% |