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 | $70,252 | $68,547+2.5% | $120,354-41.6% | $80,856-13.1% |
| Participation rate | 77.0% | 61.6%+15.4pp | 71.9%+5.1pp | 67.6%+9.4pp |
| Annual return | 20.36% | 23.60%-3.2pp | 107.15%-86.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $4,549 | $2,051+121.8% | $3,463+31.4% | $2,755+65.1% |
| Participant deferral / active EE | $9,374 | $3,173+195.4% | $4,991+87.8% | $4,296+118.2% |
| Admin fee / account holder | $6,811 | $5,732+18.8% | $9,423-27.7% | $6,918-1.6% |