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 | $37,975 | $98,750-61.5% | $149,696-74.6% | $79,858-52.4% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 25.67% | 27.43%-1.8pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $4,060 | $3,216+26.2% | $4,644-12.6% | $2,471+64.3% |
| Participant deferral / active EE | $7,441 | $5,680+31.0% | $6,842+8.8% | $3,740+98.9% |
| Admin fee / account holder | $1,303 | $6,053-78.5% | $9,309-86.0% | $5,306-75.4% |