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 | $144,892 | $102,245+41.7% | $89,340+62.2% | $137,256+5.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 20.66% | 21.89%-1.2pp | 20.57%+0.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,108 | $2,529+181.1% | $2,231+218.6% | $4,156+71.0% |
| Participant deferral / active EE | $18,059 | $4,436+307.1% | $3,823+372.4% | $6,407+181.9% |
| Admin fee / account holder | $859 | $8,085-89.4% | $6,704-87.2% | $12,270-93.0% |