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 | $54,308 | $89,753-39.5% | $107,525-49.5% | $84,808-36.0% |
| Participation rate | 76.2% | 68.1%+8.1pp | 75.1%+1.1pp | 68.3%+7.9pp |
| Annual return | 15.33% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,935 | $3,113-5.7% | $3,754-21.8% | $2,631+11.6% |
| Participant deferral / active EE | $5,683 | $4,056+40.1% | $5,116+11.1% | $4,212+34.9% |
| Admin fee / account holder | $2,887 | $7,222-60.0% | $8,919-67.6% | $7,344-60.7% |