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 | $36,918 | $148,534-75.1% | $135,903-72.8% | $139,434-73.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.30% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $3,925 | $5,243-25.1% | $4,856-19.2% | $4,751-17.4% |
| Participant deferral / active EE | $5,016 | $8,100-38.1% | $7,758-35.3% | $6,710-25.2% |
| Admin fee / account holder | $8,141 | $12,400-34.3% | $10,762-24.4% | $11,403-28.6% |