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 | $216,384 | $45,073+380.1% | $69,455+211.5% | $72,985+196.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.25% | 22.65%-5.4pp | 28.97%-11.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $4,053 | $2,054+97.3% | $2,779+45.9% | $2,440+66.1% |
| Participant deferral / active EE | $9,728 | $2,602+273.9% | $3,535+175.1% | $3,607+169.7% |
| Admin fee / account holder | $4,839 | $3,056+58.4% | $3,839+26.0% | $5,124-5.6% |