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 | $63,454 | $185,822-65.9% | $169,993-62.7% | $139,434-54.5% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 17.60% | 60.50%-42.9pp | 53.37%-35.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,329 | $11,622+6.1% | $10,408+18.5% | $6,710+83.7% |
| Admin fee / account holder | $8,109 | $15,381-47.3% | $12,815-36.7% | $11,403-28.9% |