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 | $54,705 | $49,177+11.2% | $79,464-31.2% | $64,186-14.8% |
| Participation rate | 86.4% | 65.0%+21.3pp | 73.3%+13.0pp | 69.6%+16.8pp |
| Annual return | 9.39% | -1.16%+10.5pp | 718.14%-708.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $3,255 | $2,076+56.8% | $2,800+16.2% | $2,381+36.7% |
| Participant deferral / active EE | $2,383 | $2,821-15.6% | $3,704-35.7% | $3,470-31.3% |
| Admin fee / account holder | $2,832 | $3,839-26.2% | $5,113-44.6% | $4,888-42.1% |