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 | $86,544 | $101,724-14.9% | $164,813-47.5% | $80,856+7.0% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.6%+27.0pp |
| Annual return | 15.90% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,782 | $2,953-5.8% | $4,341-35.9% | $2,755+1.0% |
| Participant deferral / active EE | $4,637 | $4,477+3.6% | $6,031-23.1% | $4,296+7.9% |
| Admin fee / account holder | $3,667 | $8,227-55.4% | $12,690-71.1% | $6,918-47.0% |