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 | $117,713 | $172,111-31.6% | $150,298-21.7% | $137,256-14.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 19.09% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,667 | $4,636-42.5% | $4,154-35.8% | $4,156-35.8% |
| Participant deferral / active EE | $6,457 | $6,166+4.7% | $5,453+18.4% | $6,407+0.8% |
| Admin fee / account holder | $954 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |