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 | $40,069 | $157,256-74.5% | $141,162-71.6% | $152,861-73.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 52.60% | 64.32%-11.7pp | 71.39%-18.8pp | 345.32%-292.7pp |
| Employer contribution / active EE | $4,789 | $5,261-9.0% | $4,735+1.1% | $4,762+0.6% |
| Participant deferral / active EE | $8,824 | $7,109+24.1% | $6,709+31.5% | $5,850+50.8% |
| Admin fee / account holder | $1,330 | $12,120-89.0% | $10,261-87.0% | $11,596-88.5% |