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 | $101,994 | $109,881-7.2% | $150,045-32.0% | $84,808+20.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.92% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,994 | $3,561+12.2% | $4,693-14.9% | $2,631+51.8% |
| Participant deferral / active EE | $14,082 | $6,636+112.2% | $7,997+76.1% | $4,212+234.4% |
| Admin fee / account holder | $11,806 | $8,568+37.8% | $13,435-12.1% | $7,344+60.8% |