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 7-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 | $101,576 | $217,402-53.3% | $185,823-45.3% | $167,490-39.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.51% | 148.36%-131.9pp | 122.05%-105.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $8,134 | $5,873+38.5% | $5,167+57.4% | $4,837+68.1% |
| Participant deferral / active EE | $3,583 | $6,356-43.6% | $5,568-35.6% | $6,341-43.5% |
| Admin fee / account holder | $494 | $19,811-97.5% | $16,237-97.0% | $12,309-96.0% |