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 | $148,573 | $110,257+34.8% | $96,544+53.9% | $139,434+6.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.25% | 26.32%-8.1pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,818 | $3,620-49.8% | $2,965-38.7% | $4,751-61.7% |
| Participant deferral / active EE | $6,357 | $5,548+14.6% | $4,851+31.1% | $6,710-5.3% |
| Admin fee / account holder | $803 | $11,591-93.1% | $8,252-90.3% | $11,403-93.0% |