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 | $36,735 | $107,934-66.0% | $91,989-60.1% | $152,861-76.0% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 30.29% | 89.24%-59.0pp | 69.02%-38.7pp | 345.32%-315.0pp |
| Employer contribution / active EE | $4,229 | $4,210+0.4% | $3,452+22.5% | $4,762-11.2% |
| Participant deferral / active EE | $5,577 | $6,364-12.4% | $5,923-5.8% | $5,850-4.7% |
| Admin fee / account holder | $770 | $10,520-92.7% | $7,743-90.1% | $11,596-93.4% |