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 7-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 | $93,785 | $93,571+0.2% | $135,903-31.0% | $75,163+24.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.38% | 30.90%-1.5pp | 68.23%-38.8pp | 160.62%-131.2pp |
| Employer contribution / active EE | $9,234 | $3,537+161.1% | $4,856+90.2% | $2,670+245.9% |
| Participant deferral / active EE | $10,519 | $6,404+64.3% | $7,758+35.6% | $4,125+155.0% |
| Admin fee / account holder | $2,237 | $6,975-67.9% | $10,762-79.2% | $5,651-60.4% |