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 6-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 | $48,530 | $227,553-78.7% | $189,557-74.4% | $167,490-71.0% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 19.90% | 78.40%-58.5pp | 64.17%-44.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $4,059 | $5,316-23.6% | $4,412-8.0% | $4,837-16.1% |
| Participant deferral / active EE | $7,923 | $7,002+13.1% | $6,174+28.3% | $6,341+24.9% |
| Admin fee / account holder | $732 | $11,878-93.8% | $9,807-92.5% | $12,309-94.1% |