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 7-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 | $49,412 | $73,933-33.2% | $96,683-48.9% | $75,163-34.3% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 15.26% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $8,799 | $2,928+200.5% | $3,737+135.5% | $2,670+229.6% |
| Participant deferral / active EE | $3,895 | $3,659+6.5% | $4,878-20.2% | $4,125-5.6% |
| Admin fee / account holder | $632 | $5,216-87.9% | $6,730-90.6% | $5,651-88.8% |