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 | $174,132 | $180,028-3.3% | $138,135+26.1% | $158,922+9.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 17.95% | 21.68%-3.7pp | 20.51%-2.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,941 | $7,470-74.0% | $5,587-65.3% | $4,761-59.2% |
| Participant deferral / active EE | $13,249 | $7,717+71.7% | $6,431+106.0% | $5,982+121.5% |
| Admin fee / account holder | $4,504 | $17,912-74.9% | $11,856-62.0% | $11,246-59.9% |