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 | $77,867 | $100,773-22.7% | $88,946-12.5% | $142,382-45.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 11.15% | 70.18%-59.0pp | 57.82%-46.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,268 | $2,918+12.0% | $2,555+27.9% | $4,299-24.0% |
| Participant deferral / active EE | $8,707 | $5,230+66.5% | $4,581+90.1% | $6,507+33.8% |
| Admin fee / account holder | $3,637 | $9,693-62.5% | $8,261-56.0% | $12,624-71.2% |