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 | $42,852 | $93,571-54.2% | $135,903-68.5% | $75,163-43.0% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 42.56% | 30.90%+11.7pp | 68.23%-25.7pp | 160.62%-118.1pp |
| Employer contribution / active EE | $4,120 | $3,537+16.5% | $4,856-15.2% | $2,670+54.3% |
| Participant deferral / active EE | $11,480 | $6,404+79.3% | $7,758+48.0% | $4,125+178.3% |
| Admin fee / account holder | $944 | $6,975-86.5% | $10,762-91.2% | $5,651-83.3% |