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 | $35,929 | $176,056-79.6% | $159,436-77.5% | $167,490-78.5% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 15.72% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,836 | $5,297-8.7% | $4,829+0.1% | $4,8370% |
| Participant deferral / active EE | $7,555 | $7,750-2.5% | $7,352+2.8% | $6,341+19.1% |
| Admin fee / account holder | $9,502 | $12,554-24.3% | $10,799-12.0% | $12,309-22.8% |