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 | $121,337 | $86,286+40.6% | $111,297+9.0% | $85,850+41.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.15% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,707 | $2,043+81.4% | $2,731+35.7% | $2,565+44.5% |
| Participant deferral / active EE | $5,485 | $3,641+50.7% | $4,487+22.2% | $3,952+38.8% |
| Admin fee / account holder | $2,631 | $8,188-67.9% | $7,964-67.0% | $6,260-58.0% |