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 | $71,828 | $98,750-27.3% | $149,696-52.0% | $79,858-10.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 17.23% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,853 | $3,216+19.8% | $4,644-17.0% | $2,471+55.9% |
| Participant deferral / active EE | $8,388 | $5,680+47.7% | $6,842+22.6% | $3,740+124.3% |
| Admin fee / account holder | $2,548 | $6,053-57.9% | $9,309-72.6% | $5,306-52.0% |