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 | $44,165 | $59,839-26.2% | $81,983-46.1% | $79,858-44.7% |
| Participation rate | 75.9% | 61.6%+14.3pp | 69.2%+6.7pp | 69.6%+6.3pp |
| Annual return | 24.23% | 17.56%+6.7pp | 41.31%-17.1pp | 31.71%-7.5pp |
| Employer contribution / active EE | $2,137 | $1,713+24.7% | $2,498-14.4% | $2,471-13.5% |
| Participant deferral / active EE | $3,555 | $2,695+31.9% | $3,722-4.5% | $3,740-4.9% |
| Admin fee / account holder | $1,190 | $4,287-72.2% | $5,664-79.0% | $5,306-77.6% |