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 | $122,259 | $125,758-2.8% | $169,993-28.1% | $75,163+62.7% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 21.74% | 27.20%-5.5pp | 53.37%-31.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $8,679 | $4,615+88.1% | $6,785+27.9% | $2,670+225.1% |
| Participant deferral / active EE | $13,120 | $6,837+91.9% | $10,408+26.1% | $4,125+218.1% |
| Admin fee / account holder | $4,064 | $8,173-50.3% | $12,815-68.3% | $5,651-28.1% |