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 | $31,388 | $202,432-84.5% | $169,368-81.5% | $139,434-77.5% |
| Participation rate | 72.2% | 81.1%-8.8pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 20.83% | 531.74%-510.9pp | 405.60%-384.8pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,156 | $4,692-54.0% | $4,013-46.3% | $4,751-54.6% |
| Participant deferral / active EE | $7,050 | $6,938+1.6% | $6,221+13.3% | $6,710+5.1% |
| Admin fee / account holder | $10,248 | $10,708-4.3% | $9,003+13.8% | $11,403-10.1% |