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 5-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 | $35,340 | $165,335-78.6% | $149,696-76.4% | $158,922-77.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 37.90% | 348.15%-310.2pp | 276.60%-238.7pp | 302.83%-264.9pp |
| Employer contribution / active EE | $5,067 | $5,103-0.7% | $4,644+9.1% | $4,761+6.4% |
| Participant deferral / active EE | $12,318 | $7,181+71.5% | $6,842+80.0% | $5,982+105.9% |
| Admin fee / account holder | $5,049 | $10,807-53.3% | $9,309-45.8% | $11,246-55.1% |