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 | $50,427 | $202,432-75.1% | $169,368-70.2% | $139,434-63.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.48% | 531.74%-519.3pp | 405.60%-393.1pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,043 | $4,692-56.5% | $4,013-49.1% | $4,751-57.0% |
| Participant deferral / active EE | $7,090 | $6,938+2.2% | $6,221+14.0% | $6,710+5.7% |
| Admin fee / account holder | $453 | $10,708-95.8% | $9,003-95.0% | $11,403-96.0% |