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 | $159,439 | $175,202-9.0% | $149,673+6.5% | $139,434+14.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.33% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,858 | $5,474-66.1% | $4,818-61.4% | $4,751-60.9% |
| Participant deferral / active EE | $5,960 | $6,519-8.6% | $5,680+4.9% | $6,710-11.2% |
| Admin fee / account holder | $1,659 | $16,150-89.7% | $13,210-87.4% | $11,403-85.4% |