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 | $130,195 | $89,753+45.1% | $107,525+21.1% | $84,808+53.5% |
| Participation rate | 71.0% | 68.1%+2.9pp | 75.1%-4.1pp | 68.3%+2.7pp |
| Annual return | 21.76% | 29.48%-7.7pp | 181.32%-159.6pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,031 | $3,113-2.7% | $3,754-19.3% | $2,631+15.2% |
| Participant deferral / active EE | $7,970 | $4,056+96.5% | $5,116+55.8% | $4,212+89.2% |
| Admin fee / account holder | $575 | $7,222-92.0% | $8,919-93.6% | $7,344-92.2% |