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 | $37,524 | $58,512-35.9% | $84,015-55.3% | $72,985-48.6% |
| Participation rate | 75.9% | 61.2%+14.6pp | 69.0%+6.8pp | 69.5%+6.4pp |
| Annual return | 20.28% | 28.93%-8.7pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,124 | $1,163+82.6% | $1,983+7.1% | $2,440-13.0% |
| Participant deferral / active EE | $3,258 | $2,394+36.1% | $3,239+0.6% | $3,607-9.7% |
| Admin fee / account holder | $1,554 | $4,569-66.0% | $6,101-74.5% | $5,124-69.7% |