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 | $62,730 | $98,750-36.5% | $149,696-58.1% | $79,858-21.4% |
| Participation rate | 77.0% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | 28.43% | 27.43%+1.0pp | 276.60%-248.2pp | 31.71%-3.3pp |
| Employer contribution / active EE | $2,183 | $3,216-32.1% | $4,644-53.0% | $2,471-11.6% |
| Participant deferral / active EE | $6,663 | $5,680+17.3% | $6,842-2.6% | $3,740+78.2% |
| Admin fee / account holder | $1,378 | $6,053-77.2% | $9,309-85.2% | $5,306-74.0% |