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 | $101,583 | $111,814-9.1% | $103,374-1.7% | $145,959-30.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.20% | 24.77%-9.6pp | 24.89%-9.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,198 | $4,214-47.8% | $3,869-43.2% | $4,661-52.8% |
| Participant deferral / active EE | $8,810 | $5,618+56.8% | $5,058+74.2% | $6,689+31.7% |
| Admin fee / account holder | $7,115 | $9,754-27.1% | $8,394-15.2% | $13,398-46.9% |