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 | $70,884 | $117,983-39.9% | $101,794-30.4% | $142,382-50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.79% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,958 | $2,773+6.7% | $2,289+29.2% | $4,299-31.2% |
| Participant deferral / active EE | $4,700 | $4,714-0.3% | $4,084+15.1% | $6,507-27.8% |
| Admin fee / account holder | $411 | $10,433-96.1% | $8,777-95.3% | $12,624-96.7% |