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 | $64,172 | $109,881-41.6% | $150,045-57.2% | $84,808-24.3% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.5pp | 68.3%+12.5pp |
| Annual return | 19.33% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,040 | $3,561+13.5% | $4,693-13.9% | $2,631+53.6% |
| Participant deferral / active EE | $8,058 | $6,636+21.4% | $7,997+0.8% | $4,212+91.3% |
| Admin fee / account holder | $3,991 | $8,568-53.4% | $13,435-70.3% | $7,344-45.7% |