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 | $83,792 | $112,729-25.7% | $98,716-15.1% | $137,256-39.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.19% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,306 | $2,725+21.3% | $2,279+45.1% | $4,156-20.5% |
| Participant deferral / active EE | $8,557 | $4,640+84.4% | $4,048+111.4% | $6,407+33.6% |
| Admin fee / account holder | $8,424 | $10,129-16.8% | $8,703-3.2% | $12,270-31.3% |