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 | $68,861 | $110,261-37.5% | $95,745-28.1% | $139,434-50.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 22.30% | 27.11%-4.8pp | 28.35%-6.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,532 | $3,257-53.0% | $2,835-45.9% | $4,751-67.7% |
| Participant deferral / active EE | $14,556 | $4,676+211.3% | $4,245+242.9% | $6,710+116.9% |
| Admin fee / account holder | $667 | $6,613-89.9% | $5,678-88.3% | $11,403-94.2% |