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 | $31,606 | $98,750-68.0% | $149,696-78.9% | $79,858-60.4% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.7pp |
| Annual return | 34.65% | 27.43%+7.2pp | 276.60%-241.9pp | 31.71%+2.9pp |
| Employer contribution / active EE | $3,686 | $3,216+14.6% | $4,644-20.6% | $2,471+49.2% |
| Participant deferral / active EE | $5,716 | $5,680+0.6% | $6,842-16.4% | $3,740+52.8% |
| Admin fee / account holder | $5,027 | $6,053-16.9% | $9,309-46.0% | $5,306-5.3% |