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 | $46,620 | $179,726-74.1% | $156,263-70.2% | $142,382-67.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 26.87% | 77.86%-51.0pp | 59.47%-32.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,013 | $5,069-60.3% | $4,333-53.5% | $4,299-53.2% |
| Participant deferral / active EE | $6,835 | $6,956-1.7% | $6,158+11.0% | $6,507+5.0% |
| Admin fee / account holder | $784 | $17,272-95.5% | $14,255-94.5% | $12,624-93.8% |