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 | $140,727 | $78,672+78.9% | $109,143+28.9% | $85,850+63.9% |
| Participation rate | 88.5% | 68.3%+20.2pp | 75.9%+12.6pp | 69.3%+19.1pp |
| Annual return | 13.05% | 25.09%-12.0pp | 25.75%-12.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,163 | $2,735-20.9% | $3,722-41.9% | $2,565-15.7% |
| Participant deferral / active EE | $3,770 | $3,467+8.7% | $4,653-19.0% | $3,952-4.6% |
| Admin fee / account holder | $1,136 | $5,469-79.2% | $6,752-83.2% | $6,260-81.8% |