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 | $29,477 | $118,919-75.2% | $88,538-66.7% | $152,861-80.7% |
| Participation rate | 92.3% | 73.4%+18.9pp | 68.7%+23.6pp | 82.4%+9.9pp |
| Annual return | 16.10% | 47.92%-31.8pp | 43.64%-27.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,578 | $2,669-3.4% | $2,098+22.9% | $4,762-45.9% |
| Participant deferral / active EE | $5,813 | $3,549+63.8% | $2,914+99.5% | $5,850-0.6% |
| Admin fee / account holder | $1,313 | $5,876-77.7% | $4,310-69.5% | $11,596-88.7% |