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 9-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 | $40,485 | $148,534-72.7% | $135,903-70.2% | $139,434-71.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 35.05% | 79.19%-44.1pp | 68.23%-33.2pp | 372.94%-337.9pp |
| Employer contribution / active EE | $3,550 | $5,243-32.3% | $4,856-26.9% | $4,751-25.3% |
| Participant deferral / active EE | $7,890 | $8,100-2.6% | $7,758+1.7% | $6,710+17.6% |
| Admin fee / account holder | $585 | $12,400-95.3% | $10,762-94.6% | $11,403-94.9% |