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 | $83,272 | $89,355-6.8% | $141,162-41.0% | $72,985+14.1% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 24.20% | 111.85%-87.6pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,942 | $3,114-5.5% | $4,735-37.9% | $2,440+20.6% |
| Participant deferral / active EE | $8,763 | $5,418+61.7% | $6,709+30.6% | $3,607+142.9% |
| Admin fee / account holder | $2,874 | $5,958-51.8% | $10,261-72.0% | $5,124-43.9% |