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 | $107,452+0.3% | $91,541+17.7% | $142,382-24.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.45% | 22.06%-3.6pp | 20.50%-2.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,570 | $2,994+86.0% | $2,505+122.4% | $4,299+29.6% |
| Participant deferral / active EE | $19,599 | $4,754+312.2% | $4,008+389.0% | $6,507+201.2% |
| Admin fee / account holder | $27,245 | $8,834+208.4% | $6,956+291.6% | $12,624+115.8% |