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 | $41,114 | $65,561-37.3% | $86,188-52.3% | $75,163-45.3% |
| Participation rate | 73.8% | 60.5%+13.4pp | 69.0%+4.9pp | 67.2%+6.7pp |
| Annual return | 18.55% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,376 | $1,553-11.4% | $2,380-42.2% | $2,670-48.5% |
| Participant deferral / active EE | $3,871 | $3,024+28.0% | $3,985-2.9% | $4,125-6.2% |
| Admin fee / account holder | $953 | $5,474-82.6% | $6,852-86.1% | $5,651-83.1% |