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 | $44,308 | $73,933-40.1% | $96,683-54.2% | $75,163-41.1% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.3%+7.2pp | 67.2%+14.4pp |
| Annual return | 29.86% | 26.70%+3.2pp | 35.69%-5.8pp | 160.62%-130.8pp |
| Employer contribution / active EE | $2,861 | $2,928-2.3% | $3,737-23.4% | $2,670+7.2% |
| Participant deferral / active EE | $5,712 | $3,659+56.1% | $4,878+17.1% | $4,125+38.5% |
| Admin fee / account holder | $2,582 | $5,216-50.5% | $6,730-61.6% | $5,651-54.3% |