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 | $158,500 | $110,257+43.8% | $96,544+64.2% | $139,434+13.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.59% | 26.32%-8.7pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,661 | $3,620-26.5% | $2,965-10.2% | $4,751-44.0% |
| Participant deferral / active EE | $6,448 | $5,548+16.2% | $4,851+32.9% | $6,710-3.9% |
| Admin fee / account holder | $1,703 | $11,591-85.3% | $8,252-79.4% | $11,403-85.1% |