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 5-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 | $47,049 | $54,705-14.0% | $71,209-33.9% | $84,808-44.5% |
| Participation rate | 80.6% | 64.1%+16.6pp | 73.8%+6.9pp | 68.3%+12.3pp |
| Annual return | 19.02% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,641 | $2,158+22.4% | $2,721-3.0% | $2,631+0.4% |
| Participant deferral / active EE | $5,687 | $3,030+87.7% | $4,175+36.2% | $4,212+35.0% |
| Admin fee / account holder | $2,213 | $4,863-54.5% | $5,349-58.6% | $7,344-69.9% |