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 9-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 | $50,097 | $99,918-49.9% | $81,382-38.4% | $145,922-65.7% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 11.49% | 34.32%-22.8pp | 24.73%-13.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,105 | $2,978+4.3% | $2,463+26.1% | $4,660-33.4% |
| Participant deferral / active EE | $9,857 | $4,605+114.1% | $3,883+153.9% | $6,688+47.4% |
| Admin fee / account holder | $10,828 | $8,212+31.9% | $5,768+87.7% | $13,397-19.2% |