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 8-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 | $78,024 | $148,534-47.5% | $135,903-42.6% | $139,434-44.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 29.98% | 79.19%-49.2pp | 68.23%-38.3pp | 372.94%-343.0pp |
| Employer contribution / active EE | $2,575 | $5,243-50.9% | $4,856-47.0% | $4,751-45.8% |
| Participant deferral / active EE | $12,800 | $8,100+58.0% | $7,758+65.0% | $6,710+90.8% |
| Admin fee / account holder | $838 | $12,400-93.2% | $10,762-92.2% | $11,403-92.6% |