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 | $102,178 | $81,208+25.8% | $98,907+3.3% | $79,858+28.0% |
| Participation rate | 71.8% | 72.5%-0.7pp | 76.0%-4.2pp | 69.6%+2.2pp |
| Annual return | 21.21% | 60.99%-39.8pp | 196.43%-175.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,269 | $1,960+66.8% | $2,689+21.6% | $2,471+32.3% |
| Participant deferral / active EE | $6,552 | $3,265+100.7% | $4,244+54.4% | $3,740+75.2% |
| Admin fee / account holder | $1,621 | $6,013-73.0% | $6,642-75.6% | $5,306-69.5% |