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 9-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 | $80,508 | $117,381-31.4% | $99,443-19.0% | $152,861-47.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 30.97% | 31.87%-0.9pp | 30.72%+0.2pp | 345.32%-314.4pp |
| Employer contribution / active EE | $7,878 | $3,013+161.5% | $2,540+210.2% | $4,762+65.4% |
| Participant deferral / active EE | $17,725 | $4,086+333.8% | $3,619+389.8% | $5,850+203.0% |
| Admin fee / account holder | $965 | $7,631-87.4% | $6,250-84.6% | $11,596-91.7% |