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 8-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 | $61,691 | $106,515-42.1% | $96,683-36.2% | $139,434-55.8% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 18.79% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $11,139 | $4,103+171.5% | $3,737+198.1% | $4,751+134.5% |
| Participant deferral / active EE | $7,317 | $5,454+34.2% | $4,878+50.0% | $6,710+9.0% |
| Admin fee / account holder | $5,619 | $7,877-28.7% | $6,730-16.5% | $11,403-50.7% |