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 | $170,285 | $118,450+43.8% | $98,439+73.0% | $139,434+22.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.52% | 18.94%-6.4pp | 21.16%-8.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,172 | $3,609-12.1% | $3,048+4.1% | $4,751-33.2% |
| Participant deferral / active EE | $7,096 | $5,392+31.6% | $4,738+49.8% | $6,710+5.8% |
| Admin fee / account holder | $1,170 | $14,026-91.7% | $8,948-86.9% | $11,403-89.7% |