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 3-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 | $72,930 | $163,101-55.3% | $136,749-46.7% | $142,382-48.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 20.73% | 27.54%-6.8pp | 24.33%-3.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $8,997 | $4,117+118.6% | $3,400+164.7% | $4,299+109.3% |
| Participant deferral / active EE | $13,865 | $5,585+148.3% | $4,692+195.5% | $6,507+113.1% |
| Admin fee / account holder | $761 | $14,318-94.7% | $11,386-93.3% | $12,624-94.0% |