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 | $30,470 | $95,561-68.1% | $77,163-60.5% | $139,434-78.1% |
| Participation rate | 78.6% | 73.9%+4.6pp | 69.6%+9.0pp | 80.3%-1.7pp |
| Annual return | 22.22% | 54.92%-32.7pp | 37.87%-15.7pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,426 | $3,147+8.8% | $2,535+35.1% | $4,751-27.9% |
| Participant deferral / active EE | $7,010 | $4,624+51.6% | $3,833+82.9% | $6,710+4.5% |
| Admin fee / account holder | $1,554 | $8,295-81.3% | $5,472-71.6% | $11,403-86.4% |