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 | $68,079 | $54,762+24.3% | $90,281-24.6% | $72,985-6.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.43% | 30.63%-14.2pp | 78.10%-61.7pp | 81.00%-64.6pp |
| Employer contribution / active EE | $9,927 | $2,092+374.4% | $2,854+247.8% | $2,440+306.9% |
| Participant deferral / active EE | $4,893 | $2,887+69.5% | $3,885+25.9% | $3,607+35.6% |
| Admin fee / account holder | $4,595 | $3,972+15.7% | $5,351-14.1% | $5,124-10.3% |