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 | $81,363 | $87,013-6.5% | $106,213-23.4% | $80,856+0.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.93% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,141 | $2,395-10.6% | $3,171-32.5% | $2,755-22.3% |
| Participant deferral / active EE | $7,797 | $3,986+95.6% | $5,016+55.4% | $4,296+81.5% |
| Admin fee / account holder | $2,413 | $8,431-71.4% | $11,033-78.1% | $6,918-65.1% |