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 | $83,095 | $89,753-7.4% | $107,525-22.7% | $84,808-2.0% |
| Participation rate | 76.0% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.7pp |
| Annual return | 17.24% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,829 | $3,113-9.1% | $3,754-24.6% | $2,631+7.5% |
| Participant deferral / active EE | $6,442 | $4,056+58.8% | $5,116+25.9% | $4,212+53.0% |
| Admin fee / account holder | $334 | $7,222-95.4% | $8,919-96.3% | $7,344-95.5% |