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 | $58,973 | $81,248-27.4% | $155,509-62.1% | $80,856-27.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.94% | 33.31%-13.4pp | 64.67%-44.7pp | 35.59%-15.7pp |
| Employer contribution / active EE | $10,931 | $3,100+252.6% | $4,672+133.9% | $2,755+296.8% |
| Participant deferral / active EE | $12,558 | $3,452+263.8% | $5,626+123.2% | $4,296+192.3% |
| Admin fee / account holder | $7,112 | $7,997-11.1% | $15,912-55.3% | $6,918+2.8% |