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 6-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 | $52,766 | $140,940-62.6% | $112,229-53.0% | $139,434-62.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 29.29% | 32.71%-3.4pp | 30.20%-0.9pp | 372.94%-343.7pp |
| Employer contribution / active EE | $13,086 | $4,283+205.5% | $3,430+281.5% | $4,751+175.4% |
| Participant deferral / active EE | $3,693 | $5,874-37.1% | $4,798-23.0% | $6,710-45.0% |
| Admin fee / account holder | $1,625 | $9,954-83.7% | $7,748-79.0% | $11,403-85.8% |