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 8-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 | $82,348 | $97,125-15.2% | $86,233-4.5% | $137,256-40.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 13.99% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,463 | $2,841-13.3% | $2,504-1.7% | $4,156-40.7% |
| Participant deferral / active EE | $6,523 | $5,180+25.9% | $4,559+43.1% | $6,407+1.8% |
| Admin fee / account holder | $1,593 | $9,725-83.6% | $8,342-80.9% | $12,270-87.0% |