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 | $68,927 | $89,753-23.2% | $107,525-35.9% | $84,808-18.7% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 27.40% | 29.48%-2.1pp | 181.32%-153.9pp | 40.90%-13.5pp |
| Employer contribution / active EE | $3,585 | $3,113+15.2% | $3,754-4.5% | $2,631+36.3% |
| Participant deferral / active EE | $7,846 | $4,056+93.4% | $5,116+53.4% | $4,212+86.3% |
| Admin fee / account holder | $1,568 | $7,222-78.3% | $8,919-82.4% | $7,344-78.7% |