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 | $91,653 | $106,515-14.0% | $96,683-5.2% | $139,434-34.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.01% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,179 | $4,103-22.5% | $3,737-14.9% | $4,751-33.1% |
| Participant deferral / active EE | $6,350 | $5,454+16.4% | $4,878+30.2% | $6,710-5.4% |
| Admin fee / account holder | $4,181 | $7,877-46.9% | $6,730-37.9% | $11,403-63.3% |