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 | $38,557 | $91,190-57.7% | $178,490-78.4% | $79,858-51.7% |
| Participation rate | 78.0% | 69.2%+8.8pp | 81.9%-3.9pp | 69.6%+8.4pp |
| Annual return | 20.66% | 24.19%-3.5pp | 151.07%-130.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,221 | $3,256-31.8% | $5,011-55.7% | $2,471-10.1% |
| Participant deferral / active EE | $4,984 | $3,236+54.0% | $5,202-4.2% | $3,740+33.3% |
| Admin fee / account holder | $505 | $6,751-92.5% | $13,984-96.4% | $5,306-90.5% |