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 | $212,783 | $110,257+93.0% | $96,544+120.4% | $139,434+52.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.69% | 26.32%-12.6pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $25,342 | $3,620+600.1% | $2,965+754.7% | $4,751+433.4% |
| Participant deferral / active EE | $3,585 | $5,548-35.4% | $4,851-26.1% | $6,710-46.6% |
| Admin fee / account holder | $19,410 | $11,591+67.5% | $8,252+135.2% | $11,403+70.2% |