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 | $68,027 | $209,336-67.5% | $197,124-65.5% | $137,256-50.4% |
| Participation rate | 95.7% | 87.3%+8.3pp | 86.7%+8.9pp | 80.0%+15.7pp |
| Annual return | 17.64% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,266 | $6,591-50.4% | $6,227-47.6% | $4,156-21.4% |
| Participant deferral / active EE | $9,397 | $9,614-2.3% | $9,135+2.9% | $6,407+46.7% |
| Admin fee / account holder | $561 | $17,308-96.8% | $16,298-96.6% | $12,270-95.4% |