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 | $52,494 | $81,248-35.4% | $155,509-66.2% | $80,856-35.1% |
| Participation rate | 79.4% | 66.2%+13.2pp | 78.2%+1.2pp | 67.6%+11.8pp |
| Annual return | 15.39% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,785 | $3,100+86.6% | $4,672+23.8% | $2,755+110.0% |
| Participant deferral / active EE | $4,674 | $3,452+35.4% | $5,626-16.9% | $4,296+8.8% |
| Admin fee / account holder | $415 | $7,997-94.8% | $15,912-97.4% | $6,918-94.0% |