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 | $71,554 | $100,041-28.5% | $149,718-52.2% | $70,131+2.0% |
| Participation rate | 82.3% | 83.6%-1.3pp | 87.1%-4.8pp | 69.5%+12.7pp |
| Annual return | 15.98% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,536 | $3,662-30.8% | $5,445-53.4% | $2,342+8.2% |
| Participant deferral / active EE | $7,235 | $4,983+45.2% | $6,569+10.1% | $3,332+117.2% |
| Admin fee / account holder | $15,722 | $8,286+89.7% | $11,283+39.3% | $4,645+238.4% |