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 | $46,834 | $104,974-55.4% | $95,585-51.0% | $142,382-67.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 18.55% | 210.33%-191.8pp | 38.56%-20.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,990 | $2,779+7.6% | $2,527+18.3% | $4,299-30.5% |
| Participant deferral / active EE | $7,901 | $4,352+81.5% | $4,023+96.4% | $6,507+21.4% |
| Admin fee / account holder | $311 | $6,386-95.1% | $6,127-94.9% | $12,624-97.5% |