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 | $58,123 | $106,515-45.4% | $96,683-39.9% | $139,434-58.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.52% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,667 | $4,103-10.6% | $3,737-1.9% | $4,751-22.8% |
| Participant deferral / active EE | $9,998 | $5,454+83.3% | $4,878+105.0% | $6,710+49.0% |
| Admin fee / account holder | $2,506 | $7,877-68.2% | $6,730-62.8% | $11,403-78.0% |