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 | $72,211 | $57,541+25.5% | $95,745-24.6% | $75,163-3.9% |
| Participation rate | 76.7% | 62.5%+14.2pp | 72.3%+4.5pp | 67.2%+9.6pp |
| Annual return | 21.79% | 34.93%-13.1pp | 28.35%-6.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,913 | $1,808+5.8% | $2,835-32.5% | $2,670-28.3% |
| Participant deferral / active EE | $6,957 | $3,074+126.3% | $4,245+63.9% | $4,125+68.7% |
| Admin fee / account holder | $2,322 | $4,099-43.3% | $5,678-59.1% | $5,651-58.9% |