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 | $48,563 | $165,335-70.6% | $149,696-67.6% | $158,922-69.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 38.63% | 348.15%-309.5pp | 276.60%-238.0pp | 302.83%-264.2pp |
| Employer contribution / active EE | $6,685 | $5,103+31.0% | $4,644+43.9% | $4,761+40.4% |
| Participant deferral / active EE | $5,121 | $7,181-28.7% | $6,842-25.2% | $5,982-14.4% |
| Admin fee / account holder | $369 | $10,807-96.6% | $9,309-96.0% | $11,246-96.7% |