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 | $56,802 | $140,940-59.7% | $112,229-49.4% | $139,434-59.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 22.27% | 32.71%-10.4pp | 30.20%-7.9pp | 372.94%-350.7pp |
| Employer contribution / active EE | $5,000 | $4,283+16.7% | $3,430+45.7% | $4,751+5.2% |
| Participant deferral / active EE | $6,441 | $5,874+9.6% | $4,798+34.2% | $6,710-4.0% |
| Admin fee / account holder | $3,823 | $9,954-61.6% | $7,748-50.7% | $11,403-66.5% |