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 | $29,646 | $98,750-70.0% | $149,696-80.2% | $79,858-62.9% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 31.69% | 27.43%+4.3pp | 276.60%-244.9pp | 31.71%0pp |
| Employer contribution / active EE | $3,031 | $3,216-5.8% | $4,644-34.7% | $2,471+22.7% |
| Participant deferral / active EE | $6,387 | $5,680+12.4% | $6,842-6.6% | $3,740+70.8% |
| Admin fee / account holder | $572 | $6,053-90.5% | $9,309-93.9% | $5,306-89.2% |