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 | $46,099 | $86,944-47.0% | $107,525-57.1% | $74,304-38.0% |
| Participation rate | 72.1% | 59.6%+12.6pp | 75.1%-3.0pp | 60.3%+11.8pp |
| Annual return | 17.93% | 23.52%-5.6pp | 181.32%-163.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,177 | $2,757-21.0% | $3,754-42.0% | $2,241-2.9% |
| Participant deferral / active EE | $3,809 | $3,554+7.2% | $5,116-25.5% | $3,767+1.1% |
| Admin fee / account holder | $43,028 | $3,727+1054.6% | $8,919+382.4% | $2,969+1349.3% |