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 | $26,469 | $89,355-70.4% | $141,162-81.2% | $72,985-63.7% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.0pp | 69.5%+21.0pp |
| Annual return | 35.47% | 111.85%-76.4pp | 71.39%-35.9pp | 81.00%-45.5pp |
| Employer contribution / active EE | $3,100 | $3,114-0.5% | $4,735-34.5% | $2,440+27.1% |
| Participant deferral / active EE | $6,435 | $5,418+18.8% | $6,709-4.1% | $3,607+78.4% |
| Admin fee / account holder | $527 | $5,958-91.2% | $10,261-94.9% | $5,124-89.7% |