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 | $99,685 | $127,065-21.5% | $113,168-11.9% | $142,382-30.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.52% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,763 | $3,442+9.3% | $2,975+26.5% | $4,299-12.5% |
| Participant deferral / active EE | $4,126 | $5,716-27.8% | $5,107-19.2% | $6,507-36.6% |
| Admin fee / account holder | $1,869 | $15,736-88.1% | $12,068-84.5% | $12,624-85.2% |