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 | $101,377 | $109,881-7.7% | $150,045-32.4% | $84,808+19.5% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 19.79% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $5,128 | $3,561+44.0% | $4,693+9.3% | $2,631+94.9% |
| Participant deferral / active EE | $7,448 | $6,636+12.2% | $7,997-6.9% | $4,212+76.8% |
| Admin fee / account holder | $12,877 | $8,568+50.3% | $13,435-4.2% | $7,344+75.3% |