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 | $95,351 | $109,359-12.8% | $162,163-41.2% | $72,985+30.6% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 18.45% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,749 | $3,907-29.6% | $5,614-51.0% | $2,440+12.7% |
| Participant deferral / active EE | $7,689 | $5,481+40.3% | $7,298+5.4% | $3,607+113.1% |
| Admin fee / account holder | $4,906 | $7,972-38.5% | $10,843-54.8% | $5,124-4.3% |