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 | $60,519 | $228,332-73.5% | $185,823-67.4% | $158,922-61.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.42% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $5,442 | $4,967+9.6% | $4,087+33.1% | $4,761+14.3% |
| Participant deferral / active EE | $7,261 | $6,415+13.2% | $5,632+28.9% | $5,982+21.4% |
| Admin fee / account holder | $518 | $11,864-95.6% | $9,500-94.5% | $11,246-95.4% |