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 | $65,541 | $117,841-44.4% | $102,423-36.0% | $145,922-55.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.29% | 31.65%-16.4pp | 29.32%-14.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,143 | $3,615-40.7% | $3,023-29.1% | $4,660-54.0% |
| Participant deferral / active EE | $7,003 | $5,731+22.2% | $5,053+38.6% | $6,688+4.7% |
| Admin fee / account holder | $10,271 | $13,326-22.9% | $9,451+8.7% | $13,397-23.3% |