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 3-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 | $37,007 | $210,648-82.4% | $177,989-79.2% | $145,922-74.6% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 15.46% | 385.86%-370.4pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,172 | $4,565-52.4% | $3,949-45.0% | $4,660-53.4% |
| Participant deferral / active EE | $7,035 | $6,958+1.1% | $6,276+12.1% | $6,688+5.2% |
| Admin fee / account holder | $1,158 | $12,013-90.4% | $10,363-88.8% | $13,397-91.4% |