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 | $114,964 | $68,547+67.7% | $120,354-4.5% | $80,856+42.2% |
| Participation rate | 81.1% | 61.6%+19.5pp | 71.9%+9.2pp | 67.6%+13.5pp |
| Annual return | 16.01% | 23.60%-7.6pp | 107.15%-91.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,149 | $2,051+53.5% | $3,463-9.1% | $2,755+14.3% |
| Participant deferral / active EE | $6,853 | $3,173+115.9% | $4,991+37.3% | $4,296+59.5% |
| Admin fee / account holder | $21,920 | $5,732+282.4% | $9,423+132.6% | $6,918+216.9% |