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 | $142,040 | $115,882+22.6% | $100,516+41.3% | $158,922-10.6% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 18.04% | 34.79%-16.8pp | 30.89%-12.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,618 | $4,103-60.6% | $3,418-52.7% | $4,761-66.0% |
| Participant deferral / active EE | $3,732 | $6,674-44.1% | $6,270-40.5% | $5,982-37.6% |
| Admin fee / account holder | $907 | $10,995-91.8% | $8,081-88.8% | $11,246-91.9% |