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 | $71,038 | $91,552-22.4% | $133,956-47.0% | $79,858-11.0% |
| Participation rate | 81.1% | 73.3%+7.8pp | 79.8%+1.3pp | 69.6%+11.5pp |
| Annual return | 18.81% | 61.85%-43.0pp | 45.09%-26.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,010 | $2,384-15.7% | $3,919-48.7% | $2,471-18.7% |
| Participant deferral / active EE | $4,381 | $3,733+17.3% | $5,048-13.2% | $3,740+17.1% |
| Admin fee / account holder | $358 | $6,321-94.3% | $8,927-96.0% | $5,306-93.3% |