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 | $35,004 | $165,335-78.8% | $149,696-76.6% | $158,922-78.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 36.66% | 348.15%-311.5pp | 276.60%-239.9pp | 302.83%-266.2pp |
| Employer contribution / active EE | $4,042 | $5,103-20.8% | $4,644-13.0% | $4,761-15.1% |
| Participant deferral / active EE | $10,041 | $7,181+39.8% | $6,842+46.8% | $5,982+67.9% |
| Admin fee / account holder | $815 | $10,807-92.5% | $9,309-91.2% | $11,246-92.8% |