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 7-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 | $61,825 | $162,781-62.0% | $133,956-53.8% | $158,922-61.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 18.99% | 41.94%-23.0pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,947 | $4,975-40.8% | $3,919-24.8% | $4,761-38.1% |
| Participant deferral / active EE | $6,252 | $5,911+5.8% | $5,048+23.9% | $5,982+4.5% |
| Admin fee / account holder | $3,771 | $11,736-67.9% | $8,927-57.8% | $11,246-66.5% |