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 3-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 | $44,633 | $89,753-50.3% | $107,525-58.5% | $84,808-47.4% |
| Participation rate | 91.4% | 68.1%+23.4pp | 75.1%+16.4pp | 68.3%+23.1pp |
| Annual return | 19.00% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,505 | $3,113-19.5% | $3,754-33.3% | $2,631-4.8% |
| Participant deferral / active EE | $5,195 | $4,056+28.1% | $5,116+1.6% | $4,212+23.4% |
| Admin fee / account holder | $1,950 | $7,222-73.0% | $8,919-78.1% | $7,344-73.4% |