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 | $75,968 | $85,022-10.6% | $70,515+7.7% | $139,434-45.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.57% | 30.38%-17.8pp | 32.77%-20.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,183 | $3,909-18.6% | $2,973+7.1% | $4,751-33.0% |
| Participant deferral / active EE | $8,030 | $5,890+36.3% | $4,567+75.8% | $6,710+19.7% |
| Admin fee / account holder | $1,564 | $8,906-82.4% | $6,412-75.6% | $11,403-86.3% |