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 | $71,628 | $98,750-27.5% | $149,696-52.2% | $79,858-10.3% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.6%+20.8pp |
| Annual return | 14.33% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,310 | $3,216+2.9% | $4,644-28.7% | $2,471+34.0% |
| Participant deferral / active EE | $6,073 | $5,680+6.9% | $6,842-11.2% | $3,740+62.4% |
| Admin fee / account holder | $1,293 | $6,053-78.6% | $9,309-86.1% | $5,306-75.6% |