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 | $61,733 | $93,571-34.0% | $135,903-54.6% | $75,163-17.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.44% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $9,929 | $3,537+180.7% | $4,856+104.5% | $2,670+271.9% |
| Participant deferral / active EE | $7,881 | $6,404+23.1% | $7,758+1.6% | $4,125+91.1% |
| Admin fee / account holder | $1,154 | $6,975-83.5% | $10,762-89.3% | $5,651-79.6% |