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 | $97,408 | $89,355+9.0% | $141,162-31.0% | $72,985+33.5% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 20.47% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $748 | $3,114-76.0% | $4,735-84.2% | $2,440-69.3% |
| Participant deferral / active EE | $8,398 | $5,418+55.0% | $6,709+25.2% | $3,607+132.8% |
| Admin fee / account holder | $7,951 | $5,958+33.4% | $10,261-22.5% | $5,124+55.2% |