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 | $31,226 | $69,477-55.1% | $94,646-67.0% | $71,457-56.3% |
| Participation rate | 88.2% | 78.4%+9.8pp | 80.8%+7.4pp | 67.9%+20.3pp |
| Annual return | 38.90% | 29.66%+9.2pp | 156.71%-117.8pp | 28.85%+10.1pp |
| Employer contribution / active EE | $4,388 | $2,853+53.8% | $3,672+19.5% | $2,588+69.6% |
| Participant deferral / active EE | $7,308 | $7,345-0.5% | $7,418-1.5% | $4,289+70.4% |
| Admin fee / account holder | $2,386 | $1,210+97.2% | $7,231-67.0% | $1,587+50.3% |