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 | $26,598 | $107,334-75.2% | $92,893-71.4% | $152,861-82.6% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 28.36% | 145.58%-117.2pp | 109.41%-81.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $4,071 | $4,221-3.6% | $3,653+11.5% | $4,762-14.5% |
| Participant deferral / active EE | $6,923 | $4,845+42.9% | $4,236+63.4% | $5,850+18.3% |
| Admin fee / account holder | $1,486 | $7,079-79.0% | $5,794-74.3% | $11,596-87.2% |