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 | $146,697 | $201,272-27.1% | $184,203-20.4% | $145,922+0.5% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 9.94% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,345 | $7,022+18.8% | $6,427+29.8% | $4,660+79.1% |
| Participant deferral / active EE | $16,799 | $9,806+71.3% | $9,131+84.0% | $6,688+151.2% |
| Admin fee / account holder | $696 | $16,364-95.7% | $13,901-95.0% | $13,397-94.8% |