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 8-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 | $57,777 | $100,773-42.7% | $88,946-35.0% | $142,382-59.4% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 18.33% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,442 | $2,918+18.0% | $2,555+34.7% | $4,299-19.9% |
| Participant deferral / active EE | $7,807 | $5,230+49.3% | $4,581+70.4% | $6,507+20.0% |
| Admin fee / account holder | $549 | $9,693-94.3% | $8,261-93.4% | $12,624-95.7% |