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 9-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 | $246,526 | $180,749+36.4% | $160,784+53.3% | $137,256+79.6% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 14.06% | 2234.46%-2220.4pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,249 | $4,155+2.3% | $3,733+13.8% | $4,156+2.2% |
| Participant deferral / active EE | $7,978 | $6,844+16.6% | $6,293+26.8% | $6,407+24.5% |
| Admin fee / account holder | $8,867 | $10,397-14.7% | $9,717-8.8% | $12,270-27.7% |