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 | $45,819 | $49,227-6.9% | $70,449-35.0% | $79,858-42.6% |
| Participation rate | 78.8% | 69.2%+9.6pp | 75.1%+3.7pp | 69.6%+9.1pp |
| Annual return | 20.49% | 30.06%-9.6pp | 109.03%-88.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,946 | $2,099+40.4% | $2,737+7.7% | $2,471+19.2% |
| Participant deferral / active EE | $6,305 | $2,768+127.8% | $3,709+70.0% | $3,740+68.6% |
| Admin fee / account holder | $1,399 | $2,878-51.4% | $3,845-63.6% | $5,306-73.6% |