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 | $124,330 | $209,411-40.6% | $178,490-30.3% | $158,922-21.8% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 6.86% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $4,436 | $5,706-22.3% | $5,011-11.5% | $4,761-6.8% |
| Participant deferral / active EE | $6,504 | $5,954+9.2% | $5,202+25.0% | $5,982+8.7% |
| Admin fee / account holder | $9,041 | $17,074-47.0% | $13,984-35.3% | $11,246-19.6% |