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 | $51,873 | $73,933-29.8% | $96,683-46.3% | $75,163-31.0% |
| Participation rate | 73.6% | 66.4%+7.1pp | 74.3%-0.8pp | 67.2%+6.4pp |
| Annual return | 26.37% | 26.70%-0.3pp | 35.69%-9.3pp | 160.62%-134.2pp |
| Employer contribution / active EE | $4,167 | $2,928+42.3% | $3,737+11.5% | $2,670+56.1% |
| Participant deferral / active EE | $7,443 | $3,659+103.4% | $4,878+52.6% | $4,125+80.4% |
| Admin fee / account holder | $2,527 | $5,216-51.6% | $6,730-62.4% | $5,651-55.3% |