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 | $133,540 | $112,096+19.1% | $95,952+39.2% | $158,922-16.0% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 22.30% | 171.09%-148.8pp | 91.61%-69.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,875 | $3,198-41.4% | $2,541-26.2% | $4,761-60.6% |
| Participant deferral / active EE | $3,437 | $4,784-28.2% | $4,167-17.5% | $5,982-42.6% |
| Admin fee / account holder | $528 | $10,130-94.8% | $6,795-92.2% | $11,246-95.3% |