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 | $90,983 | $76,367+19.1% | $93,606-2.8% | $72,985+24.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.17% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,283 | $2,275+88.2% | $2,718+57.6% | $2,440+75.6% |
| Participant deferral / active EE | $5,826 | $3,538+64.7% | $4,069+43.2% | $3,607+61.5% |
| Admin fee / account holder | $7,630 | $6,838+11.6% | $7,888-3.3% | $5,124+48.9% |