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 | $73,928 | $72,012+2.7% | $185,823-60.2% | $79,858-7.4% |
| Participation rate | 79.4% | 65.8%+13.7pp | 78.0%+1.4pp | 69.6%+9.8pp |
| Annual return | 15.92% | 23.12%-7.2pp | 35.95%-20.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,240 | $1,965+64.9% | $4,087-20.7% | $2,471+31.1% |
| Participant deferral / active EE | $6,702 | $3,779+77.4% | $5,632+19.0% | $3,740+79.2% |
| Admin fee / account holder | $4,641 | $4,513+2.8% | $9,500-51.1% | $5,306-12.5% |