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 8-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 | $76,269 | $80,717-5.5% | $154,803-50.7% | $84,808-10.1% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,352 | $2,761-14.8% | $4,305-45.4% | $2,631-10.6% |
| Participant deferral / active EE | $7,366 | $3,303+123.0% | $5,540+32.9% | $4,212+74.9% |
| Admin fee / account holder | $3,028 | $6,746-55.1% | $14,329-78.9% | $7,344-58.8% |