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 | $216,783 | $124,281+74.4% | $109,143+98.6% | $167,490+29.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.79% | 26.04%-13.2pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $8,121 | $4,207+93.0% | $3,722+118.2% | $4,837+67.9% |
| Participant deferral / active EE | $9,986 | $5,255+90.0% | $4,653+114.6% | $6,341+57.5% |
| Admin fee / account holder | $3,211 | $7,970-59.7% | $6,752-52.4% | $12,309-73.9% |