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 6-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 | $75,870 | $64,307+18.0% | $57,343+32.3% | $125,391-39.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | 1.87% | 25.12%-23.3pp | 24.39%-22.5pp | 282.22%-280.4pp |
| Employer contribution / active EE | $6,934 | $3,193+117.2% | $2,689+157.9% | $4,866+42.5% |
| Participant deferral / active EE | $5,205 | $3,848+35.2% | $3,162+64.6% | $5,352-2.7% |
| Admin fee / account holder | $416 | $5,242-92.1% | $3,356-87.6% | $9,540-95.6% |