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 | $25,837 | $77,419-66.6% | $69,455-62.8% | $152,861-83.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 27.65% | 39.06%-11.4pp | 28.97%-1.3pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,238 | $3,315-32.5% | $2,779-19.5% | $4,762-53.0% |
| Participant deferral / active EE | $6,408 | $4,414+45.2% | $3,535+81.2% | $5,850+9.5% |
| Admin fee / account holder | $928 | $6,207-85.1% | $3,839-75.8% | $11,596-92.0% |