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 | $84,786 | $124,425-31.9% | $112,040-24.3% | $137,256-38.2% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 22.95% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,120 | $3,411-37.8% | $2,954-28.2% | $4,156-49.0% |
| Participant deferral / active EE | $7,314 | $5,718+27.9% | $5,098+43.5% | $6,407+14.2% |
| Admin fee / account holder | $5,975 | $15,207-60.7% | $12,098-50.6% | $12,270-51.3% |