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 9-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 | $36,021 | $107,334-66.4% | $92,893-61.2% | $152,861-76.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 60.68% | 145.58%-84.9pp | 109.41%-48.7pp | 345.32%-284.6pp |
| Employer contribution / active EE | $2,725 | $4,221-35.4% | $3,653-25.4% | $4,762-42.8% |
| Participant deferral / active EE | $8,620 | $4,845+77.9% | $4,236+103.5% | $5,850+47.4% |
| Admin fee / account holder | $408 | $7,079-94.2% | $5,794-93.0% | $11,596-96.5% |