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 | $84,224 | $201,272-58.2% | $184,203-54.3% | $145,922-42.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.91% | 29.00%-18.1pp | 28.81%-17.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $6,836 | $7,022-2.6% | $6,427+6.4% | $4,660+46.7% |
| Participant deferral / active EE | $15,254 | $9,806+55.6% | $9,131+67.0% | $6,688+128.1% |
| Admin fee / account holder | $372 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |