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 | $44,661 | $175,202-74.5% | $149,673-70.2% | $139,434-68.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.97% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,544 | $5,474-71.8% | $4,818-68.0% | $4,751-67.5% |
| Participant deferral / active EE | $4,532 | $6,519-30.5% | $5,680-20.2% | $6,710-32.5% |
| Admin fee / account holder | $1,102 | $16,150-93.2% | $13,210-91.7% | $11,403-90.3% |