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 | $28,820 | $140,940-79.6% | $112,229-74.3% | $139,434-79.3% |
| Participation rate | 76.9% | 79.2%-2.3pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 19.60% | 32.71%-13.1pp | 30.20%-10.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,531 | $4,283+5.8% | $3,430+32.1% | $4,751-4.6% |
| Participant deferral / active EE | $2,895 | $5,874-50.7% | $4,798-39.7% | $6,710-56.9% |
| Admin fee / account holder | $438 | $9,954-95.6% | $7,748-94.4% | $11,403-96.2% |