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 | $94,183 | $100,773-6.5% | $88,946+5.9% | $142,382-33.9% |
| Participation rate | 70.6% | 74.3%-3.7pp | 68.8%+1.7pp | 80.1%-9.5pp |
| Annual return | 12.77% | 70.18%-57.4pp | 57.82%-45.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,676 | $2,918-42.5% | $2,555-34.4% | $4,299-61.0% |
| Participant deferral / active EE | $4,599 | $5,230-12.1% | $4,581+0.4% | $6,507-29.3% |
| Admin fee / account holder | $617 | $9,693-93.6% | $8,261-92.5% | $12,624-95.1% |