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 | $178,174-73.8% | $156,181-70.1% | $137,256-66.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 26.87% | 84.19%-57.3pp | 64.87%-38.0pp | 220.34%-193.5pp |
| Employer contribution / active EE | $2,013 | $4,972-59.5% | $4,294-53.1% | $4,156-51.6% |
| Participant deferral / active EE | $6,835 | $6,888-0.8% | $6,132+11.5% | $6,407+6.7% |
| Admin fee / account holder | $784 | $17,404-95.5% | $14,586-94.6% | $12,270-93.6% |