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 | $63,664 | $50,958+24.9% | $74,550-14.6% | $64,186-0.8% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.1%+25.6pp | 69.6%+25.2pp |
| Annual return | 5.44% | -1.86%+7.3pp | 32.53%-27.1pp | 7.63%-2.2pp |
| Employer contribution / active EE | $4,446 | $1,115+298.6% | $1,961+126.7% | $2,381+86.7% |
| Participant deferral / active EE | $3,563 | $2,301+54.8% | $3,108+14.7% | $3,470+2.7% |
| Admin fee / account holder | $2,745 | $4,223-35.0% | $5,060-45.7% | $4,888-43.8% |