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 | $45,061 | $84,233-46.5% | $170,442-73.6% | $70,131-35.7% |
| Participation rate | 78.1% | 70.8%+7.3pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 23.71% | 23.06%+0.6pp | 205.93%-182.2pp | 73.14%-49.4pp |
| Employer contribution / active EE | $3,241 | $3,387-4.3% | $5,433-40.3% | $2,342+38.4% |
| Participant deferral / active EE | $3,641 | $3,086+18.0% | $4,939-26.3% | $3,332+9.3% |
| Admin fee / account holder | $1,197 | $5,698-79.0% | $13,880-91.4% | $4,645-74.2% |