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 | $70,336 | $154,365-54.4% | $130,231-46.0% | $139,434-49.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 18.39% | 30.34%-11.9pp | 38.77%-20.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,853 | $5,170-25.5% | $4,126-6.6% | $4,751-18.9% |
| Participant deferral / active EE | $8,967 | $8,498+5.5% | $6,799+31.9% | $6,710+33.6% |
| Admin fee / account holder | $2,779 | $9,214-69.8% | $6,020-53.8% | $11,403-75.6% |