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 | $121,734 | $162,781-25.2% | $133,956-9.1% | $158,922-23.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.31% | 41.94%-23.6pp | 45.09%-26.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,724 | $4,975-25.2% | $3,919-5.0% | $4,761-21.8% |
| Participant deferral / active EE | $7,418 | $5,911+25.5% | $5,048+47.0% | $5,982+24.0% |
| Admin fee / account holder | $1,710 | $11,736-85.4% | $8,927-80.8% | $11,246-84.8% |