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 | $105,490 | $117,841-10.5% | $102,423+3.0% | $145,922-27.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.50% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,162 | $3,615+15.1% | $3,023+37.6% | $4,660-10.7% |
| Participant deferral / active EE | $7,058 | $5,731+23.2% | $5,053+39.7% | $6,688+5.5% |
| Admin fee / account holder | $384 | $13,326-97.1% | $9,451-95.9% | $13,397-97.1% |