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 | $75,521 | $93,571-19.3% | $135,903-44.4% | $75,163+0.5% |
| Participation rate | 80.4% | 75.2%+5.3pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 17.68% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,717 | $3,537+5.1% | $4,856-23.5% | $2,670+39.2% |
| Participant deferral / active EE | $9,895 | $6,404+54.5% | $7,758+27.6% | $4,125+139.9% |
| Admin fee / account holder | $7,780 | $6,975+11.5% | $10,762-27.7% | $5,651+37.7% |