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 | $50,141 | $96,635-48.1% | $86,612-42.1% | $139,434-64.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.59% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,038 | $3,263-68.2% | $3,022-65.7% | $4,751-78.2% |
| Participant deferral / active EE | $5,929 | $4,836+22.6% | $4,438+33.6% | $6,710-11.6% |
| Admin fee / account holder | $6,842 | $6,408+6.8% | $5,614+21.9% | $11,403-40.0% |