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 | $70,774 | $105,859-33.1% | $90,160-21.5% | $147,584-52.0% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 14.52% | 37.63%-23.1pp | 34.88%-20.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,915 | $4,126-29.4% | $3,318-12.1% | $4,876-40.2% |
| Participant deferral / active EE | $6,044 | $5,733+5.4% | $5,288+14.3% | $5,439+11.1% |
| Admin fee / account holder | $2,168 | $8,046-73.1% | $5,943-63.5% | $10,885-80.1% |