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 | $107,769 | $102,245+5.4% | $89,340+20.6% | $137,256-21.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.45% | 21.89%-3.4pp | 20.57%-2.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,570 | $2,529+120.2% | $2,231+149.6% | $4,156+34.0% |
| Participant deferral / active EE | $19,599 | $4,436+341.8% | $3,823+412.7% | $6,407+205.9% |
| Admin fee / account holder | $27,245 | $8,085+237.0% | $6,704+306.4% | $12,270+122.0% |