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 | $65,383 | $77,899-16.1% | $149,673-56.3% | $75,163-13.0% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | 16.29% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,229 | $3,137+66.7% | $4,818+8.5% | $2,670+95.8% |
| Participant deferral / active EE | $7,827 | $3,411+129.5% | $5,680+37.8% | $4,125+89.7% |
| Admin fee / account holder | $710 | $5,956-88.1% | $13,210-94.6% | $5,651-87.4% |