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 | $53,758 | $209,336-74.3% | $197,124-72.7% | $137,256-60.8% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 15.78% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,287 | $6,591-50.1% | $6,227-47.2% | $4,156-20.9% |
| Participant deferral / active EE | $5,762 | $9,614-40.1% | $9,135-36.9% | $6,407-10.1% |
| Admin fee / account holder | $1,463 | $17,308-91.5% | $16,298-91.0% | $12,270-88.1% |