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 7-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 | $39,579 | $97,125-59.2% | $86,233-54.1% | $137,256-71.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 19.26% | 74.19%-54.9pp | 61.39%-42.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,684 | $2,841-5.5% | $2,504+7.2% | $4,156-35.4% |
| Participant deferral / active EE | $5,313 | $5,180+2.6% | $4,559+16.5% | $6,407-17.1% |
| Admin fee / account holder | $1,817 | $9,725-81.3% | $8,342-78.2% | $12,270-85.2% |