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 | $55,404 | $137,414-59.7% | $189,513-70.8% | $85,850-35.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 87.8%+3.9pp | 69.3%+22.4pp |
| Annual return | 20.79% | 38.14%-17.4pp | 555.15%-534.4pp | 318.53%-297.7pp |
| Employer contribution / active EE | $4,711 | $4,344+8.4% | $6,162-23.5% | $2,565+83.7% |
| Participant deferral / active EE | $14,460 | $6,260+131.0% | $8,221+75.9% | $3,952+265.9% |
| Admin fee / account holder | $3,727 | $8,630-56.8% | $12,045-69.1% | $6,260-40.5% |