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 | $49,105 | $165,984-70.4% | $164,813-70.2% | $145,922-66.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.70% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,332 | $5,273-36.8% | $4,341-23.2% | $4,660-28.5% |
| Participant deferral / active EE | $7,565 | $6,959+8.7% | $6,031+25.4% | $6,688+13.1% |
| Admin fee / account holder | $7,431 | $16,648-55.4% | $12,690-41.4% | $13,397-44.5% |