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 | $149,690 | $176,056-15.0% | $159,436-6.1% | $167,490-10.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 10.91% | 331.75%-320.8pp | 263.57%-252.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $7,997 | $5,297+51.0% | $4,829+65.6% | $4,837+65.3% |
| Participant deferral / active EE | $5,314 | $7,750-31.4% | $7,352-27.7% | $6,341-16.2% |
| Admin fee / account holder | $702 | $12,554-94.4% | $10,799-93.5% | $12,309-94.3% |