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 7-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 | $51,038 | $89,753-43.1% | $107,525-52.5% | $84,808-39.8% |
| Participation rate | 80.9% | 68.1%+12.8pp | 75.1%+5.8pp | 68.3%+12.6pp |
| Annual return | 19.90% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,532 | $3,113+45.6% | $3,754+20.7% | $2,631+72.3% |
| Participant deferral / active EE | $4,197 | $4,056+3.5% | $5,116-18.0% | $4,212-0.4% |
| Admin fee / account holder | $2,758 | $7,222-61.8% | $8,919-69.1% | $7,344-62.4% |