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 | $137,832 | $106,584+29.3% | $101,326+36.0% | $142,382-3.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 39.19% | 36.93%+2.3pp | 36.82%+2.4pp | 217.08%-177.9pp |
| Employer contribution / active EE | $5,872 | $3,956+48.4% | $3,665+60.2% | $4,299+36.6% |
| Participant deferral / active EE | $16,367 | $8,297+97.3% | $7,994+104.7% | $6,507+151.5% |
| Admin fee / account holder | $16,612 | $11,446+45.1% | $11,185+48.5% | $12,624+31.6% |