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 | $44,421 | $43,723+1.6% | $121,196-63.3% | $64,186-30.8% |
| Participation rate | 88.7% | 58.3%+30.4pp | 71.7%+17.0pp | 69.6%+19.2pp |
| Annual return | 1.84% | 68.91%-67.1pp | 16.93%-15.1pp | 7.63%-5.8pp |
| Employer contribution / active EE | $1,742 | $1,296+34.4% | $4,022-56.7% | $2,381-26.8% |
| Participant deferral / active EE | $2,752 | $2,280+20.7% | $3,344-17.7% | $3,470-20.7% |
| Admin fee / account holder | $3,804 | $3,501+8.7% | $5,019-24.2% | $4,888-22.2% |