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 | $72,589 | $110,257-34.2% | $96,544-24.8% | $139,434-47.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 22.63% | 26.32%-3.7pp | 25.84%-3.2pp | 372.94%-350.3pp |
| Employer contribution / active EE | $4,712 | $3,620+30.2% | $2,965+58.9% | $4,751-0.8% |
| Participant deferral / active EE | $7,363 | $5,548+32.7% | $4,851+51.8% | $6,710+9.7% |
| Admin fee / account holder | $333 | $11,591-97.1% | $8,252-96.0% | $11,403-97.1% |