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 | $25,883 | $112,881-77.1% | $90,951-71.5% | $158,922-83.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 18.31% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,943 | $2,893-32.8% | $2,122-8.4% | $4,761-59.2% |
| Participant deferral / active EE | $3,151 | $4,128-23.7% | $3,373-6.6% | $5,982-47.3% |
| Admin fee / account holder | $593 | $8,041-92.6% | $5,959-90.0% | $11,246-94.7% |