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 | $35,258 | $89,355-60.5% | $141,162-75.0% | $72,985-51.7% |
| Participation rate | 72.6% | 75.1%-2.5pp | 82.5%-9.9pp | 69.5%+3.1pp |
| Annual return | 26.10% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,270 | $3,114-27.1% | $4,735-52.1% | $2,440-7.0% |
| Participant deferral / active EE | $4,254 | $5,418-21.5% | $6,709-36.6% | $3,607+17.9% |
| Admin fee / account holder | $1,937 | $5,958-67.5% | $10,261-81.1% | $5,124-62.2% |