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 | $47,744 | $185,822-74.3% | $169,993-71.9% | $139,434-65.8% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 22.16% | 60.50%-38.3pp | 53.37%-31.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $4,482 | $7,590-40.9% | $6,785-33.9% | $4,751-5.7% |
| Participant deferral / active EE | $4,320 | $11,622-62.8% | $10,408-58.5% | $6,710-35.6% |
| Admin fee / account holder | $1,647 | $15,381-89.3% | $12,815-87.2% | $11,403-85.6% |