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 | $31,678 | $109,982-71.2% | $97,226-67.4% | $145,922-78.3% |
| Participation rate | 78.6% | 75.9%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 11.44% | 242.90%-231.5pp | 75.13%-63.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,805 | $3,084+23.4% | $2,729+39.4% | $4,660-18.3% |
| Participant deferral / active EE | $9,981 | $4,676+113.5% | $4,264+134.1% | $6,688+49.2% |
| Admin fee / account holder | $791 | $6,221-87.3% | $5,654-86.0% | $13,397-94.1% |