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 | $13,230 | $102,616-87.1% | $81,983-83.9% | $158,922-91.7% |
| Participation rate | 78.6% | 75.5%+3.0pp | 69.2%+9.3pp | 82.0%-3.4pp |
| Annual return | 26.11% | 61.04%-34.9pp | 41.31%-15.2pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,811 | $3,240-13.3% | $2,498+12.5% | $4,761-41.0% |
| Participant deferral / active EE | $3,931 | $4,648-15.4% | $3,722+5.6% | $5,982-34.3% |
| Admin fee / account holder | $1,831 | $8,235-77.8% | $5,664-67.7% | $11,246-83.7% |