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 | $65,669 | $100,773-34.8% | $88,946-26.2% | $142,382-53.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.80% | 70.18%-56.4pp | 57.82%-44.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,475 | $2,918+19.1% | $2,555+36.0% | $4,299-19.2% |
| Participant deferral / active EE | $4,108 | $5,230-21.5% | $4,581-10.3% | $6,507-36.9% |
| Admin fee / account holder | $7,077 | $9,693-27.0% | $8,261-14.3% | $12,624-43.9% |