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 | $114,103 | $117,983-3.3% | $101,794+12.1% | $142,382-19.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 37.88% | 36.92%+1.0pp | 30.53%+7.4pp | 217.08%-179.2pp |
| Employer contribution / active EE | $3,933 | $2,773+41.9% | $2,289+71.8% | $4,299-8.5% |
| Participant deferral / active EE | $5,029 | $4,714+6.7% | $4,084+23.1% | $6,507-22.7% |
| Admin fee / account holder | $566 | $10,433-94.6% | $8,777-93.6% | $12,624-95.5% |