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 | $58,063 | $91,190-36.3% | $178,490-67.5% | $79,858-27.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.93% | 24.19%-9.3pp | 151.07%-136.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $4,504 | $3,256+38.3% | $5,011-10.1% | $2,471+82.3% |
| Participant deferral / active EE | $7,956 | $3,236+145.9% | $5,202+53.0% | $3,740+112.7% |
| Admin fee / account holder | $2,649 | $6,751-60.8% | $13,984-81.1% | $5,306-50.1% |