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 | $35,372 | $48,750-27.4% | $88,946-60.2% | $74,304-52.4% |
| Participation rate | 84.3% | 44.5%+39.8pp | 68.8%+15.4pp | 60.3%+23.9pp |
| Annual return | 21.09% | 25.91%-4.8pp | 57.82%-36.7pp | 29.43%-8.3pp |
| Employer contribution / active EE | $2,009 | $1,255+60.1% | $2,555-21.4% | $2,241-10.4% |
| Participant deferral / active EE | $5,933 | $2,423+144.8% | $4,581+29.5% | $3,767+57.5% |
| Admin fee / account holder | $2,151 | $3,756-42.7% | $8,261-74.0% | $2,969-27.5% |