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 | $95,066 | $117,859-19.3% | $102,438-7.2% | $145,959-34.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 11.53% | 31.72%-20.2pp | 29.37%-17.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,446 | $3,615-32.3% | $3,024-19.1% | $4,661-47.5% |
| Participant deferral / active EE | $7,299 | $5,732+27.3% | $5,054+44.4% | $6,689+9.1% |
| Admin fee / account holder | $4,114 | $13,318-69.1% | $9,448-56.5% | $13,398-69.3% |