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 8-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 | $123,321 | $91,538+34.7% | $129,995-5.1% | $75,163+64.1% |
| Participation rate | 88.0% | 71.4%+16.6pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 24.36% | -631.11%+655.5pp | -137.18%+161.5pp | 160.62%-136.3pp |
| Employer contribution / active EE | $3,700 | $2,845+30.0% | $4,320-14.4% | $2,670+38.6% |
| Participant deferral / active EE | $13,217 | $4,341+204.5% | $5,820+127.1% | $4,125+220.4% |
| Admin fee / account holder | $6,473 | $6,790-4.7% | $10,614-39.0% | $5,651+14.5% |