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 | $62,449 | $114,381-45.4% | $107,525-41.9% | $142,382-56.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 41.05% | 242.71%-201.7pp | 181.32%-140.3pp | 217.08%-176.0pp |
| Employer contribution / active EE | $3,536 | $4,015-11.9% | $3,754-5.8% | $4,299-17.8% |
| Participant deferral / active EE | $8,059 | $5,564+44.8% | $5,116+57.5% | $6,507+23.8% |
| Admin fee / account holder | $14,837 | $9,860+50.5% | $8,919+66.4% | $12,624+17.5% |