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 | $30,396 | $165,335-81.6% | $149,696-79.7% | $158,922-80.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 29.78% | 348.15%-318.4pp | 276.60%-246.8pp | 302.83%-273.0pp |
| Employer contribution / active EE | $2,791 | $5,103-45.3% | $4,644-39.9% | $4,761-41.4% |
| Participant deferral / active EE | $8,512 | $7,181+18.5% | $6,842+24.4% | $5,982+42.3% |
| Admin fee / account holder | $4,475 | $10,807-58.6% | $9,309-51.9% | $11,246-60.2% |