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 | $47,237 | $110,257-57.2% | $96,544-51.1% | $139,434-66.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 19.48% | 26.32%-6.8pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $8,529 | $3,620+135.6% | $2,965+187.7% | $4,751+79.5% |
| Participant deferral / active EE | $4,782 | $5,548-13.8% | $4,851-1.4% | $6,710-28.7% |
| Admin fee / account holder | $329 | $11,591-97.2% | $8,252-96.0% | $11,403-97.1% |