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 | $76,605 | $70,428+8.8% | $96,562-20.7% | $85,850-10.8% |
| Participation rate | 72.5% | 61.8%+10.7pp | 69.8%+2.7pp | 69.3%+3.2pp |
| Annual return | 16.97% | 18.59%-1.6pp | 37.78%-20.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,807 | $1,413+27.9% | $2,356-23.3% | $2,565-29.5% |
| Participant deferral / active EE | $3,765 | $2,894+30.1% | $3,849-2.2% | $3,952-4.7% |
| Admin fee / account holder | $6,089 | $4,997+21.9% | $6,181-1.5% | $6,260-2.7% |