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 | $121,992 | $65,365+86.6% | $92,893+31.3% | $72,985+67.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.95% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,580 | $2,594-0.5% | $3,653-29.4% | $2,440+5.7% |
| Participant deferral / active EE | $7,507 | $3,128+140.0% | $4,236+77.2% | $3,607+108.1% |
| Admin fee / account holder | $6,512 | $4,251+53.2% | $5,794+12.4% | $5,124+27.1% |