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 | $61,707 | $89,355-30.9% | $141,162-56.3% | $72,985-15.5% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 24.10% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,384 | $3,114+8.6% | $4,735-28.5% | $2,440+38.7% |
| Participant deferral / active EE | $9,376 | $5,418+73.1% | $6,709+39.8% | $3,607+159.9% |
| Admin fee / account holder | $2,720 | $5,958-54.4% | $10,261-73.5% | $5,124-46.9% |