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 | $43,974 | $65,395-32.8% | $182,532-75.9% | $72,985-39.7% |
| Participation rate | 77.4% | 65.4%+12.0pp | 78.0%-0.6pp | 69.5%+7.9pp |
| Annual return | 22.52% | 27.68%-5.2pp | 148.54%-126.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,225 | $1,911+16.4% | $4,076-45.4% | $2,440-8.8% |
| Participant deferral / active EE | $2,857 | $3,563-19.8% | $5,524-48.3% | $3,607-20.8% |
| Admin fee / account holder | $2,997 | $4,245-29.4% | $8,592-65.1% | $5,124-41.5% |