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 | $46,814 | $148,534-68.5% | $135,903-65.6% | $139,434-66.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 31.30% | 79.19%-47.9pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $5,001 | $5,243-4.6% | $4,856+3.0% | $4,751+5.3% |
| Participant deferral / active EE | $10,152 | $8,100+25.3% | $7,758+30.9% | $6,710+51.3% |
| Admin fee / account holder | $2,511 | $12,400-79.7% | $10,762-76.7% | $11,403-78.0% |