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 | $72,449 | $202,432-64.2% | $169,368-57.2% | $139,434-48.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 45.48% | 531.74%-486.3pp | 405.60%-360.1pp | 372.94%-327.5pp |
| Employer contribution / active EE | $6,001 | $4,692+27.9% | $4,013+49.6% | $4,751+26.3% |
| Participant deferral / active EE | $13,947 | $6,938+101.0% | $6,221+124.2% | $6,710+107.8% |
| Admin fee / account holder | $14,923 | $10,708+39.4% | $9,003+65.7% | $11,403+30.9% |