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 | $155,746 | $95,803+62.6% | $113,168+37.6% | $84,808+83.6% |
| Participation rate | 81.3% | 72.9%+8.4pp | 76.6%+4.7pp | 68.3%+12.9pp |
| Annual return | 15.27% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,192 | $2,360+35.3% | $2,975+7.3% | $2,631+21.3% |
| Participant deferral / active EE | $8,276 | $4,242+95.1% | $5,107+62.1% | $4,212+96.5% |
| Admin fee / account holder | $10,071 | $8,989+12.0% | $12,068-16.5% | $7,344+37.1% |