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 | $57,220 | $112,096-49.0% | $95,952-40.4% | $158,922-64.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 20.92% | 171.09%-150.2pp | 91.61%-70.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,367 | $3,198+5.3% | $2,541+32.5% | $4,761-29.3% |
| Participant deferral / active EE | $11,124 | $4,784+132.5% | $4,167+167.0% | $5,982+86.0% |
| Admin fee / account holder | $4,625 | $10,130-54.3% | $6,795-31.9% | $11,246-58.9% |