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 | $67,322 | $86,944-22.6% | $107,525-37.4% | $74,304-9.4% |
| Participation rate | 76.9% | 59.6%+17.4pp | 75.1%+1.8pp | 60.3%+16.6pp |
| Annual return | 19.11% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $4,118 | $2,757+49.4% | $3,754+9.7% | $2,241+83.7% |
| Participant deferral / active EE | $8,171 | $3,554+129.9% | $5,116+59.7% | $3,767+116.9% |
| Admin fee / account holder | $5,475 | $3,727+46.9% | $8,919-38.6% | $2,969+84.4% |