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 | $46,641 | $65,041-28.3% | $90,951-48.7% | $79,858-41.6% |
| Participation rate | 85.2% | 61.6%+23.6pp | 69.0%+16.2pp | 69.6%+15.6pp |
| Annual return | 15.80% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,258 | $1,247+81.1% | $2,122+6.4% | $2,471-8.6% |
| Participant deferral / active EE | $3,393 | $2,512+35.1% | $3,373+0.6% | $3,740-9.3% |
| Admin fee / account holder | $1,240 | $4,536-72.7% | $5,959-79.2% | $5,306-76.6% |