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 | $102,988 | $64,324+60.1% | $118,925-13.4% | $79,858+29.0% |
| Participation rate | 75.8% | 64.9%+10.9pp | 75.4%+0.4pp | 69.6%+6.1pp |
| Annual return | 14.10% | 86.45%-72.3pp | 35.88%-21.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,651 | $1,836-10.1% | $3,263-49.4% | $2,471-33.2% |
| Participant deferral / active EE | $4,068 | $2,824+44.1% | $4,265-4.6% | $3,740+8.8% |
| Admin fee / account holder | $2,054 | $4,040-49.2% | $6,581-68.8% | $5,306-61.3% |