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 | $81,161 | $95,266-14.8% | $82,389-1.5% | $142,382-43.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 18.81% | 25.74%-6.9pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,490 | $2,991+16.7% | $2,517+38.7% | $4,299-18.8% |
| Participant deferral / active EE | $9,851 | $4,809+104.8% | $4,155+137.1% | $6,507+51.4% |
| Admin fee / account holder | $647 | $8,563-92.4% | $7,231-91.0% | $12,624-94.9% |