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 | $241,833 | $176,377+37.1% | $134,143+80.3% | $158,922+52.2% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 10.52% | 63.63%-53.1pp | 36.33%-25.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $4,491 | $5,040-10.9% | $3,704+21.3% | $4,761-5.7% |
| Participant deferral / active EE | $5,021 | $4,091+22.7% | $3,499+43.5% | $5,982-16.1% |
| Admin fee / account holder | $1,832 | $8,718-79.0% | $6,684-72.6% | $11,246-83.7% |