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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,160 | $48,230-35.4% | $67,502-53.8% | $80,856-61.5% |
| Participation rate | 97.2% | 66.4%+30.8pp | 72.9%+24.3pp | 67.6%+29.5pp |
| Annual return | 11.74% | 18.28%-6.5pp | 3512.12%-3500.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,116 | $2,020+54.3% | $2,731+14.1% | $2,755+13.1% |
| Participant deferral / active EE | $2,601 | $2,924-11.0% | $4,000-35.0% | $4,296-39.4% |
| Admin fee / account holder | $307 | $3,681-91.6% | $3,998-92.3% | $6,918-95.6% |