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 | $32,365 | $165,335-80.4% | $149,696-78.4% | $158,922-79.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 59.16% | 348.15%-289.0pp | 276.60%-217.4pp | 302.83%-243.7pp |
| Employer contribution / active EE | $4,722 | $5,103-7.5% | $4,644+1.7% | $4,761-0.8% |
| Participant deferral / active EE | $9,151 | $7,181+27.4% | $6,842+33.8% | $5,982+53.0% |
| Admin fee / account holder | $3,986 | $10,807-63.1% | $9,309-57.2% | $11,246-64.6% |