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 | $47,948 | $89,355-46.3% | $141,162-66.0% | $72,985-34.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 29.40% | 111.85%-82.4pp | 71.39%-42.0pp | 81.00%-51.6pp |
| Employer contribution / active EE | $3,193 | $3,114+2.5% | $4,735-32.6% | $2,440+30.9% |
| Participant deferral / active EE | $5,226 | $5,418-3.5% | $6,709-22.1% | $3,607+44.9% |
| Admin fee / account holder | $1,041 | $5,958-82.5% | $10,261-89.9% | $5,124-79.7% |