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 | $48,666 | $81,632-40.4% | $70,449-30.9% | $158,922-69.4% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 27.19% | 208.40%-181.2pp | 109.03%-81.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $2,407 | $3,217-25.2% | $2,737-12.0% | $4,761-49.4% |
| Participant deferral / active EE | $8,748 | $4,554+92.1% | $3,709+135.9% | $5,982+46.2% |
| Admin fee / account holder | $304 | $6,193-95.1% | $3,845-92.1% | $11,246-97.3% |