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 | $47,141 | $86,286-45.4% | $111,297-57.6% | $85,850-45.1% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 17.95% | 19.99%-2.0pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $3,524 | $2,043+72.5% | $2,731+29.0% | $2,565+37.4% |
| Participant deferral / active EE | $4,430 | $3,641+21.7% | $4,487-1.3% | $3,952+12.1% |
| Admin fee / account holder | $474 | $8,188-94.2% | $7,964-94.0% | $6,260-92.4% |