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 8-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 | $71,200 | $93,571-23.9% | $135,903-47.6% | $75,163-5.3% |
| Participation rate | 80.4% | 75.2%+5.3pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 22.10% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $3,874 | $3,537+9.5% | $4,856-20.2% | $2,670+45.1% |
| Participant deferral / active EE | $7,614 | $6,404+18.9% | $7,758-1.9% | $4,125+84.6% |
| Admin fee / account holder | $4,208 | $6,975-39.7% | $10,762-60.9% | $5,651-25.5% |