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 | $128,582 | $110,257+16.6% | $96,544+33.2% | $139,434-7.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 43.82% | 26.32%+17.5pp | 25.84%+18.0pp | 372.94%-329.1pp |
| Employer contribution / active EE | $4,755 | $3,620+31.4% | $2,965+60.4% | $4,751+0.1% |
| Participant deferral / active EE | $6,461 | $5,548+16.5% | $4,851+33.2% | $6,710-3.7% |
| Admin fee / account holder | $1,217 | $11,591-89.5% | $8,252-85.3% | $11,403-89.3% |