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 9-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 | $50,024 | $162,781-69.3% | $133,956-62.7% | $158,922-68.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.12% | 41.94%-25.8pp | 45.09%-29.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,391 | $4,975-31.8% | $3,919-13.5% | $4,761-28.8% |
| Participant deferral / active EE | $10,194 | $5,911+72.5% | $5,048+102.0% | $5,982+70.4% |
| Admin fee / account holder | $3,270 | $11,736-72.1% | $8,927-63.4% | $11,246-70.9% |