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 | $45,935 | $197,591-76.8% | $177,821-74.2% | $158,922-71.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 21.40% | 58.76%-37.4pp | 48.32%-26.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $4,828 | $6,697-27.9% | $5,918-18.4% | $4,761+1.4% |
| Participant deferral / active EE | $9,318 | $8,405+10.9% | $7,714+20.8% | $5,982+55.8% |
| Admin fee / account holder | $460 | $15,399-97.0% | $12,427-96.3% | $11,246-95.9% |