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 6-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 | $34,783 | $115,882-70.0% | $100,516-65.4% | $158,922-78.1% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 20.51% | 34.79%-14.3pp | 30.89%-10.4pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,458 | $4,103-15.7% | $3,418+1.2% | $4,761-27.4% |
| Participant deferral / active EE | $9,003 | $6,674+34.9% | $6,270+43.6% | $5,982+50.5% |
| Admin fee / account holder | $4,818 | $10,995-56.2% | $8,081-40.4% | $11,246-57.2% |