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 | $30,150 | $98,750-69.5% | $149,696-79.9% | $79,858-62.2% |
| Participation rate | 78.0% | 75.8%+2.3pp | 82.5%-4.4pp | 69.6%+8.4pp |
| Annual return | 28.24% | 27.43%+0.8pp | 276.60%-248.4pp | 31.71%-3.5pp |
| Employer contribution / active EE | $2,156 | $3,216-33.0% | $4,644-53.6% | $2,471-12.7% |
| Participant deferral / active EE | $6,244 | $5,680+9.9% | $6,842-8.7% | $3,740+66.9% |
| Admin fee / account holder | $1,001 | $6,053-83.5% | $9,309-89.2% | $5,306-81.1% |