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 | $59,627 | $112,096-46.8% | $95,952-37.9% | $158,922-62.5% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 9.75% | 171.09%-161.3pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $935 | $3,198-70.8% | $2,541-63.2% | $4,761-80.4% |
| Participant deferral / active EE | $4,668 | $4,784-2.4% | $4,167+12.0% | $5,982-22.0% |
| Admin fee / account holder | $10,103 | $10,130-0.3% | $6,795+48.7% | $11,246-10.2% |