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 | $73,990 | $87,013-15.0% | $106,213-30.3% | $80,856-8.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.72% | 17.05%-4.3pp | 116.14%-103.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $7,207 | $2,395+200.9% | $3,171+127.2% | $2,755+161.6% |
| Participant deferral / active EE | $5,591 | $3,986+40.3% | $5,016+11.5% | $4,296+30.2% |
| Admin fee / account holder | $2,484 | $8,431-70.5% | $11,033-77.5% | $6,918-64.1% |