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 | $75,790 | $80,968-6.4% | $96,544-21.5% | $75,163+0.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.90% | 27.06%-6.2pp | 25.84%-4.9pp | 160.62%-139.7pp |
| Employer contribution / active EE | $4,195 | $2,282+83.9% | $2,965+41.5% | $2,670+57.1% |
| Participant deferral / active EE | $10,430 | $3,928+165.5% | $4,851+115.0% | $4,125+152.8% |
| Admin fee / account holder | $935 | $6,724-86.1% | $8,252-88.7% | $5,651-83.5% |