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 9-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 | $44,681 | $73,933-39.6% | $96,683-53.8% | $75,163-40.6% |
| Participation rate | 84.6% | 66.4%+18.2pp | 74.3%+10.3pp | 67.2%+17.4pp |
| Annual return | 17.41% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,613 | $2,928-10.8% | $3,737-30.1% | $2,670-2.1% |
| Participant deferral / active EE | $5,665 | $3,659+54.8% | $4,878+16.1% | $4,125+37.3% |
| Admin fee / account holder | $2,108 | $5,216-59.6% | $6,730-68.7% | $5,651-62.7% |