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 | $127,077 | $165,335-23.1% | $149,696-15.1% | $158,922-20.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 10.29% | 348.15%-337.9pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,655 | $5,103-67.6% | $4,644-64.4% | $4,761-65.2% |
| Participant deferral / active EE | $8,553 | $7,181+19.1% | $6,842+25.0% | $5,982+43.0% |
| Admin fee / account holder | $9,644 | $10,807-10.8% | $9,309+3.6% | $11,246-14.2% |