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 5-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 | $60,812 | $100,773-39.7% | $88,946-31.6% | $142,382-57.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.79% | 70.18%-49.4pp | 57.82%-37.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,090 | $2,918+5.9% | $2,555+20.9% | $4,299-28.1% |
| Participant deferral / active EE | $7,742 | $5,230+48.0% | $4,581+69.0% | $6,507+19.0% |
| Admin fee / account holder | $789 | $9,693-91.9% | $8,261-90.5% | $12,624-93.8% |