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 | $37,204 | $77,899-52.2% | $149,673-75.1% | $75,163-50.5% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 21.79% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,389 | $3,137+8.0% | $4,818-29.6% | $2,670+26.9% |
| Participant deferral / active EE | $7,037 | $3,411+106.3% | $5,680+23.9% | $4,125+70.6% |
| Admin fee / account holder | $2,564 | $5,956-57.0% | $13,210-80.6% | $5,651-54.6% |