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 | $45,312-21.9% | $86,233-59.0% | $67,986-48.0% |
| Participation rate | 84.3% | 42.4%+41.8pp | 69.0%+15.2pp | 57.2%+27.1pp |
| Annual return | 21.09% | 24.79%-3.7pp | 61.39%-40.3pp | 31.67%-10.6pp |
| Employer contribution / active EE | $2,009 | $1,160+73.3% | $2,504-19.8% | $2,019-0.5% |
| Participant deferral / active EE | $5,933 | $2,185+171.6% | $4,559+30.1% | $3,358+76.7% |
| Admin fee / account holder | $2,151 | $3,295-34.7% | $8,342-74.2% | $3,203-32.8% |