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 | $77,005 | $87,841-12.3% | $133,980-42.5% | $62,891+22.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 14.64% | 12.05%+2.6pp | 29.30%-14.7pp | 20.14%-5.5pp |
| Employer contribution / active EE | $8,648 | $3,483+148.3% | $5,211+65.9% | $2,281+279.2% |
| Participant deferral / active EE | $15,112 | $4,812+214.0% | $6,282+140.6% | $3,203+371.8% |
| Admin fee / account holder | $1,063 | $5,371-80.2% | $9,324-88.6% | $4,296-75.3% |