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 | $36,322 | $118,849-69.4% | $96,562-62.4% | $167,490-78.3% |
| Participation rate | 78.9% | 75.5%+3.5pp | 69.8%+9.1pp | 82.1%-3.2pp |
| Annual return | 12.98% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,502 | $3,120-19.8% | $2,356+6.2% | $4,837-48.3% |
| Participant deferral / active EE | $4,511 | $4,616-2.3% | $3,849+17.2% | $6,341-28.9% |
| Admin fee / account holder | $1,199 | $8,065-85.1% | $6,181-80.6% | $12,309-90.3% |