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 | $74,411 | $107,934-31.1% | $91,989-19.1% | $152,861-51.3% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 17.37% | 89.24%-71.9pp | 69.02%-51.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $4,289 | $4,210+1.9% | $3,452+24.2% | $4,762-9.9% |
| Participant deferral / active EE | $8,396 | $6,364+31.9% | $5,923+41.8% | $5,850+43.5% |
| Admin fee / account holder | $1,195 | $10,520-88.6% | $7,743-84.6% | $11,596-89.7% |