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 | $77,906 | $162,781-52.1% | $133,956-41.8% | $158,922-51.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.75% | 41.94%-25.2pp | 45.09%-28.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $12,186 | $4,975+144.9% | $3,919+211.0% | $4,761+155.9% |
| Participant deferral / active EE | $6,865 | $5,911+16.1% | $5,048+36.0% | $5,982+14.8% |
| Admin fee / account holder | $1,205 | $11,736-89.7% | $8,927-86.5% | $11,246-89.3% |