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 | $44,152 | $77,899-43.3% | $149,673-70.5% | $75,163-41.3% |
| Participation rate | 87.0% | 65.6%+21.4pp | 78.8%+8.2pp | 67.2%+19.8pp |
| Annual return | 15.44% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,357 | $3,137-24.9% | $4,818-51.1% | $2,670-11.7% |
| Participant deferral / active EE | $4,843 | $3,411+42.0% | $5,680-14.7% | $4,125+17.4% |
| Admin fee / account holder | $2,057 | $5,956-65.5% | $13,210-84.4% | $5,651-63.6% |