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 | $43,200 | $110,257-60.8% | $96,544-55.3% | $139,434-69.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 23.06% | 26.32%-3.3pp | 25.84%-2.8pp | 372.94%-349.9pp |
| Employer contribution / active EE | $19,229 | $3,620+431.2% | $2,965+548.6% | $4,751+304.8% |
| Participant deferral / active EE | $4,682 | $5,548-15.6% | $4,851-3.5% | $6,710-30.2% |
| Admin fee / account holder | $2,162 | $11,591-81.4% | $8,252-73.8% | $11,403-81.0% |