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 | $60,746 | $167,484-63.7% | $151,611-59.9% | $134,475-54.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.23% | 7.80%-2.6pp | 3.33%+1.9pp | 417.96%-412.7pp |
| Employer contribution / active EE | $3,252 | $6,829-52.4% | $6,166-47.3% | $4,740-31.4% |
| Participant deferral / active EE | $7,052 | $8,986-21.5% | $8,363-15.7% | $6,400+10.2% |
| Admin fee / account holder | $579 | $13,783-95.8% | $11,616-95.0% | $11,426-94.9% |