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 | $105,188 | $77,899+35.0% | $149,673-29.7% | $75,163+39.9% |
| Participation rate | 77.1% | 65.6%+11.5pp | 78.8%-1.7pp | 67.2%+9.9pp |
| Annual return | 18.26% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,238 | $3,137+3.2% | $4,818-32.8% | $2,670+21.3% |
| Participant deferral / active EE | $8,489 | $3,411+148.9% | $5,680+49.5% | $4,125+105.8% |
| Admin fee / account holder | $2,190 | $5,956-63.2% | $13,210-83.4% | $5,651-61.2% |