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 | $160,188 | $117,983+35.8% | $101,794+57.4% | $142,382+12.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 20.33% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,231 | $2,773+16.5% | $2,289+41.1% | $4,299-24.9% |
| Participant deferral / active EE | $9,244 | $4,714+96.1% | $4,084+126.4% | $6,507+42.1% |
| Admin fee / account holder | $1,214 | $10,433-88.4% | $8,777-86.2% | $12,624-90.4% |