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 | $71,896 | $79,944-10.1% | $98,439-27.0% | $75,163-4.3% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.2%+18.6pp | 67.2%+26.6pp |
| Annual return | 18.89% | 19.75%-0.9pp | 21.16%-2.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,069 | $2,264-8.6% | $3,048-32.1% | $2,670-22.5% |
| Participant deferral / active EE | $7,700 | $3,752+105.2% | $4,738+62.5% | $4,125+86.7% |
| Admin fee / account holder | $711 | $6,840-89.6% | $8,948-92.1% | $5,651-87.4% |