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 9-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 | $62,940 | $65,365-3.7% | $92,893-32.2% | $72,985-13.8% |
| Participation rate | 83.5% | 68.3%+15.2pp | 76.0%+7.5pp | 69.5%+14.1pp |
| Annual return | 22.35% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,858 | $2,594-28.4% | $3,653-49.1% | $2,440-23.9% |
| Participant deferral / active EE | $6,736 | $3,128+115.3% | $4,236+59.0% | $3,607+86.7% |
| Admin fee / account holder | $6,603 | $4,251+55.3% | $5,794+14.0% | $5,124+28.8% |