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 7-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 | $142,501 | $110,257+29.2% | $96,544+47.6% | $139,434+2.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.87% | 26.32%-15.4pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,471 | $3,620-31.7% | $2,965-16.6% | $4,751-48.0% |
| Participant deferral / active EE | $6,813 | $5,548+22.8% | $4,851+40.5% | $6,710+1.5% |
| Admin fee / account holder | $558 | $11,591-95.2% | $8,252-93.2% | $11,403-95.1% |