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 | $66,137 | $104,664-36.8% | $85,682-22.8% | $167,490-60.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.74% | 21.45%-4.7pp | 21.49%-4.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $5,324 | $3,337+59.5% | $2,618+103.3% | $4,837+10.1% |
| Participant deferral / active EE | $6,884 | $4,824+42.7% | $3,923+75.5% | $6,341+8.6% |
| Admin fee / account holder | $3,478 | $10,032-65.3% | $6,873-49.4% | $12,309-71.7% |