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 | $72,700 | $73,933-1.7% | $96,683-24.8% | $75,163-3.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 22.23% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $4,620 | $2,928+57.8% | $3,737+23.6% | $2,670+73.0% |
| Participant deferral / active EE | $7,480 | $3,659+104.5% | $4,878+53.3% | $4,125+81.3% |
| Admin fee / account holder | $922 | $5,216-82.3% | $6,730-86.3% | $5,651-83.7% |