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 | $157,332 | $179,726-12.5% | $156,263+0.7% | $142,382+10.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 16.88% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,639 | $5,069-47.9% | $4,333-39.1% | $4,299-38.6% |
| Participant deferral / active EE | $3,343 | $6,956-51.9% | $6,158-45.7% | $6,507-48.6% |
| Admin fee / account holder | $623 | $17,272-96.4% | $14,255-95.6% | $12,624-95.1% |