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 6-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 | $98,948 | $64,707+52.9% | $112,228-11.8% | $68,494+44.5% |
| Participation rate | 94.6% | 67.2%+27.5pp | 75.1%+19.6pp | 67.9%+26.8pp |
| Annual return | 14.32% | -11.40%+25.7pp | 27.45%-13.1pp | -7.84%+22.2pp |
| Employer contribution / active EE | $4,275 | $2,746+55.7% | $3,635+17.6% | $2,596+64.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $848 | $5,232-83.8% | $6,410-86.8% | $5,403-84.3% |