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 | $111,584 | $127,065-12.2% | $113,168-1.4% | $142,382-21.6% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 18.76% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,151 | $3,442-8.5% | $2,975+5.9% | $4,299-26.7% |
| Participant deferral / active EE | $10,980 | $5,716+92.1% | $5,107+115.0% | $6,507+68.7% |
| Admin fee / account holder | $1,559 | $15,736-90.1% | $12,068-87.1% | $12,624-87.7% |