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 | $99,525 | $127,065-21.7% | $113,168-12.1% | $142,382-30.1% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 18.71% | 24.03%-5.3pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,830 | $3,442-17.8% | $2,975-4.9% | $4,299-34.2% |
| Participant deferral / active EE | $8,101 | $5,716+41.7% | $5,107+58.6% | $6,507+24.5% |
| Admin fee / account holder | $364 | $15,736-97.7% | $12,068-97.0% | $12,624-97.1% |