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 | $57,065 | $78,422-27.2% | $95,952-40.5% | $79,858-28.5% |
| Participation rate | 93.5% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.9pp |
| Annual return | 18.22% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,244 | $1,945+15.3% | $2,541-11.7% | $2,471-9.2% |
| Participant deferral / active EE | $3,184 | $3,440-7.4% | $4,167-23.6% | $3,740-14.9% |
| Admin fee / account holder | $2,287 | $5,622-59.3% | $6,795-66.3% | $5,306-56.9% |