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 | $63,101 | $103,376-39.0% | $87,100-27.6% | $152,861-58.7% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 34.99% | 28.10%+6.9pp | 28.19%+6.8pp | 345.32%-310.3pp |
| Employer contribution / active EE | $6,437 | $3,220+99.9% | $2,521+155.3% | $4,762+35.2% |
| Participant deferral / active EE | $13,560 | $4,778+183.8% | $4,049+234.9% | $5,850+131.8% |
| Admin fee / account holder | $855 | $12,205-93.0% | $7,497-88.6% | $11,596-92.6% |