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 | $88,672+46.8% | $105,223+23.7% | $82,448+57.9% |
| Participation rate | 71.0% | 67.9%+3.0pp | 75.0%-4.1pp | 68.1%+2.9pp |
| Annual return | 21.76% | 30.86%-9.1pp | 180.65%-158.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $3,031 | $3,048-0.6% | $3,689-17.8% | $2,551+18.8% |
| Participant deferral / active EE | $7,970 | $4,036+97.5% | $5,072+57.2% | $4,139+92.6% |
| Admin fee / account holder | $575 | $7,146-92.0% | $8,859-93.5% | $7,234-92.1% |