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 | $46,917 | $89,355-47.5% | $141,162-66.8% | $72,985-35.7% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 24.26% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,153 | $3,114+1.2% | $4,735-33.4% | $2,440+29.2% |
| Participant deferral / active EE | $6,982 | $5,418+28.9% | $6,709+4.1% | $3,607+93.5% |
| Admin fee / account holder | $13,408 | $5,958+125.0% | $10,261+30.7% | $5,124+161.7% |