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 | $68,736 | $202,432-66.0% | $169,368-59.4% | $139,434-50.7% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 20.45% | 531.74%-511.3pp | 405.60%-385.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,919 | $4,692-59.1% | $4,013-52.2% | $4,751-59.6% |
| Participant deferral / active EE | $2,750 | $6,938-60.4% | $6,221-55.8% | $6,710-59.0% |
| Admin fee / account holder | $358 | $10,708-96.7% | $9,003-96.0% | $11,403-96.9% |