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 | $39,632 | $76,407-48.1% | $150,298-73.6% | $82,448-51.9% |
| Participation rate | 80.6% | 66.4%+14.2pp | 77.8%+2.8pp | 68.1%+12.5pp |
| Annual return | 19.32% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,151 | $2,614-17.7% | $4,154-48.2% | $2,551-15.7% |
| Participant deferral / active EE | $4,440 | $3,214+38.1% | $5,453-18.6% | $4,139+7.3% |
| Admin fee / account holder | $5,142 | $6,352-19.1% | $14,116-63.6% | $7,234-28.9% |