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 | $63,938 | $91,552-30.2% | $133,956-52.3% | $79,858-19.9% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.6pp |
| Annual return | 13.69% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,262 | $2,384-47.1% | $3,919-67.8% | $2,471-48.9% |
| Participant deferral / active EE | $3,136 | $3,733-16.0% | $5,048-37.9% | $3,740-16.1% |
| Admin fee / account holder | $617 | $6,321-90.2% | $8,927-93.1% | $5,306-88.4% |