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 | $99,529 | $125,758-20.9% | $169,993-41.5% | $75,163+32.4% |
| Participation rate | 71.8% | 83.6%-11.8pp | 87.0%-15.2pp | 67.2%+4.6pp |
| Annual return | 32.40% | 27.20%+5.2pp | 53.37%-21.0pp | 160.62%-128.2pp |
| Employer contribution / active EE | $4,385 | $4,615-5.0% | $6,785-35.4% | $2,670+64.2% |
| Participant deferral / active EE | $8,386 | $6,837+22.6% | $10,408-19.4% | $4,125+103.3% |
| Admin fee / account holder | $893 | $8,173-89.1% | $12,815-93.0% | $5,651-84.2% |