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 | $31,052 | $48,046-35.4% | $84,611-63.3% | $72,985-57.5% |
| Participation rate | 83.3% | 57.6%+25.8pp | 68.2%+15.1pp | 69.5%+13.8pp |
| Annual return | 23.49% | 37.38%-13.9pp | 258.74%-235.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,331 | $1,602+45.5% | $2,652-12.1% | $2,440-4.5% |
| Participant deferral / active EE | $7,727 | $2,680+188.3% | $3,899+98.2% | $3,607+114.2% |
| Admin fee / account holder | $427 | $3,395-87.4% | $4,912-91.3% | $5,124-91.7% |