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 | $71,343 | $153,772-53.6% | $133,980-46.8% | $273,961-74.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.91% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.5pp |
| Employer contribution / active EE | $12,734 | $6,029+111.2% | $5,211+144.3% | $4,869+161.5% |
| Participant deferral / active EE | $6,549 | $6,958-5.9% | $6,282+4.3% | $5,287+23.9% |
| Admin fee / account holder | $1,887 | $11,765-84.0% | $9,324-79.8% | $10,132-81.4% |