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 | $119,467 | $107,452+11.2% | $91,541+30.5% | $142,382-16.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 17.46% | 22.06%-4.6pp | 20.50%-3.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,622 | $2,994-45.8% | $2,505-35.2% | $4,299-62.3% |
| Participant deferral / active EE | $7,052 | $4,754+48.3% | $4,008+75.9% | $6,507+8.4% |
| Admin fee / account holder | $847 | $8,834-90.4% | $6,956-87.8% | $12,624-93.3% |