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 | $49,886 | $88,083-43.4% | $164,813-69.7% | $74,495-33.0% |
| Participation rate | 70.5% | 73.0%-2.5pp | 78.6%-8.1pp | 67.2%+3.3pp |
| Annual return | 17.70% | 17.26%+0.4pp | 69.93%-52.2pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,072 | $2,593+18.5% | $4,341-29.2% | $2,623+17.1% |
| Participant deferral / active EE | $6,780 | $4,498+50.7% | $6,031+12.4% | $4,346+56.0% |
| Admin fee / account holder | $5,424 | $2,234+142.8% | $12,690-57.3% | $1,942+179.3% |