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 9-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 | $46,206 | $51,175-9.7% | $70,515-34.5% | $75,163-38.5% |
| Participation rate | 92.9% | 60.9%+31.9pp | 68.3%+24.5pp | 67.2%+25.7pp |
| Annual return | 14.11% | 30.02%-15.9pp | 32.77%-18.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,506 | $1,826+37.2% | $2,973-15.7% | $2,670-6.1% |
| Participant deferral / active EE | $6,232 | $2,849+118.7% | $4,567+36.5% | $4,125+51.1% |
| Admin fee / account holder | $3,444 | $4,091-15.8% | $6,412-46.3% | $5,651-39.1% |