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 | $139,902 | $69,515+101.3% | $86,874+61.0% | $85,850+63.0% |
| Participation rate | 76.0% | 66.3%+9.7pp | 71.6%+4.4pp | 69.3%+6.7pp |
| Annual return | 15.01% | 20.12%-5.1pp | 63.52%-48.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $547 | $1,880-70.9% | $2,495-78.1% | $2,565-78.7% |
| Participant deferral / active EE | $3,933 | $2,919+34.7% | $3,699+6.3% | $3,952-0.5% |
| Admin fee / account holder | $4,082 | $5,972-31.7% | $5,828-30.0% | $6,260-34.8% |