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 | $86,499 | $71,050+21.7% | $93,606-7.6% | $80,856+7.0% |
| Participation rate | 71.2% | 60.4%+10.8pp | 68.7%+2.5pp | 67.6%+3.5pp |
| Annual return | 38.98% | 11.26%+27.7pp | 133.20%-94.2pp | 35.59%+3.4pp |
| Employer contribution / active EE | $1,567 | $1,564+0.2% | $2,420-35.2% | $2,755-43.1% |
| Participant deferral / active EE | $3,896 | $4,034-3.4% | $4,411-11.7% | $4,296-9.3% |
| Admin fee / account holder | $1,001 | $6,945-85.6% | $8,285-87.9% | $6,918-85.5% |