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 | $115,000 | $78,672+46.2% | $109,143+5.4% | $85,850+34.0% |
| Participation rate | 91.4% | 68.3%+23.2pp | 75.9%+15.6pp | 69.3%+22.1pp |
| Annual return | 14.33% | 25.09%-10.8pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,703 | $2,735-1.2% | $3,722-27.4% | $2,565+5.4% |
| Participant deferral / active EE | $8,094 | $3,467+133.4% | $4,653+73.9% | $3,952+104.8% |
| Admin fee / account holder | $2,307 | $5,469-57.8% | $6,752-65.8% | $6,260-63.2% |