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 | $40,099 | $148,534-73.0% | $135,903-70.5% | $139,434-71.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.30% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $7,263 | $5,243+38.5% | $4,856+49.6% | $4,751+52.9% |
| Participant deferral / active EE | $7,695 | $8,100-5.0% | $7,758-0.8% | $6,710+14.7% |
| Admin fee / account holder | $4,359 | $12,400-64.8% | $10,762-59.5% | $11,403-61.8% |