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 | $227,682 | $127,065+79.2% | $113,168+101.2% | $142,382+59.9% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 21.70% | 24.03%-2.3pp | 24.27%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $6,593 | $3,442+91.5% | $2,975+121.6% | $4,299+53.4% |
| Participant deferral / active EE | $13,494 | $5,716+136.1% | $5,107+164.2% | $6,507+107.4% |
| Admin fee / account holder | $12,219 | $15,736-22.4% | $12,068+1.3% | $12,624-3.2% |