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 | $112,672 | $185,822-39.4% | $169,993-33.7% | $139,434-19.2% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 17.80% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $7,139 | $7,590-5.9% | $6,785+5.2% | $4,751+50.3% |
| Participant deferral / active EE | $16,597 | $11,622+42.8% | $10,408+59.5% | $6,710+147.3% |
| Admin fee / account holder | $1,664 | $15,381-89.2% | $12,815-87.0% | $11,403-85.4% |