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 | $38,991 | $104,974-62.9% | $95,585-59.2% | $142,382-72.6% |
| Participation rate | 95.2% | 75.0%+20.3pp | 72.1%+23.2pp | 80.1%+15.1pp |
| Annual return | 34.01% | 210.33%-176.3pp | 38.56%-4.5pp | 217.08%-183.1pp |
| Employer contribution / active EE | $2,521 | $2,779-9.3% | $2,527-0.2% | $4,299-41.4% |
| Participant deferral / active EE | $5,699 | $4,352+31.0% | $4,023+41.7% | $6,507-12.4% |
| Admin fee / account holder | $1,199 | $6,386-81.2% | $6,127-80.4% | $12,624-90.5% |