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 | $24,207 | $227,553-89.4% | $189,557-87.2% | $167,490-85.5% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 11.75% | 78.40%-66.6pp | 64.17%-52.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,180 | $5,316-59.0% | $4,412-50.6% | $4,837-54.9% |
| Participant deferral / active EE | $5,877 | $7,002-16.1% | $6,174-4.8% | $6,341-7.3% |
| Admin fee / account holder | $2,485 | $11,878-79.1% | $9,807-74.7% | $12,309-79.8% |