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 | $49,796 | $162,781-69.4% | $133,956-62.8% | $158,922-68.7% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 17.72% | 41.94%-24.2pp | 45.09%-27.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,505 | $4,975-29.6% | $3,919-10.6% | $4,761-26.4% |
| Participant deferral / active EE | $8,295 | $5,911+40.3% | $5,048+64.3% | $5,982+38.7% |
| Admin fee / account holder | $331 | $11,736-97.2% | $8,927-96.3% | $11,246-97.1% |