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 | $46,982 | $95,416-50.8% | $185,823-74.7% | $85,850-45.3% |
| Participation rate | 82.1% | 68.8%+13.3pp | 81.7%+0.4pp | 69.3%+12.8pp |
| Annual return | 28.24% | 23.59%+4.7pp | 122.05%-93.8pp | 318.53%-290.3pp |
| Employer contribution / active EE | $2,463 | $3,314-25.7% | $5,167-52.3% | $2,565-4.0% |
| Participant deferral / active EE | $4,601 | $3,423+34.4% | $5,568-17.4% | $3,952+16.4% |
| Admin fee / account holder | $3,892 | $7,213-46.0% | $16,237-76.0% | $6,260-37.8% |